Schwa Prime Adv Money FD-UltSNAXX
13F holders, Q1 2026 (March 31)7holders −2
0new positions
2sold out
$1.00avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Schwa Prime Adv Money FD-Ult (SNAXX) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Coastwise Capital Group, LLC ($23.9M), Fairfield Financial Advisors, LTD ($15.3M) and Game Plan Financial Advisors, LLC ($3.2M).
- Company
- Schwa Prime Adv Money FD-Ult
- Filed as
- SCHWAB PRIME ADVANTAGE MONEY ULTRA (Q1 2026)
- CUSIP
- 808515696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $4.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,696,976 shares bought and 9,161,382 shares sold, net −6,464,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Coastwise Capital Group, LLC | 13.25% | Reduce -2.1% | 23,864,649 | $23.9M |
| Fairfield Financial Advisors, LTD | 5.30% | Reduce -1.9% | 15,310,728 | $15.3M |
| Game Plan Financial Advisors, LLC | 1.50% | Add +88.9% | 3,219,471 | $3.2M |
| Redwood Wealth Management Group, LLC | 1.01% | Reduce -15.5% | 2,335,834 | $2.3M |
| Jackson Wealth Management, LLC | 0.13% | Reduce -70.3% | 1,283,720 | $1.3M |
| Garton & Associates Financial Advisors LLC | 1.03% | Add +1526.5% | 1,258,832 | $1.3M |
| Westside Investment Management, Inc. | 0.06% | Reduce -47.5% | 397,144 | $397K |
"% of holder's portfolio" is SNAXX's weight in each manager's 13F, not the share of Schwa Prime Adv Money FD-Ult the manager owns.