Schwab Trsry Obl MNY-InvSNOXX
13F holders, Q2 2026 (June 30)5holders
2new positions
2sold out
$1.00avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Schwab Trsry Obl MNY-Inv (SNOXX) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were Wealthspire Advisors, LLC ($5.3M), Vermillion Wealth Management, Inc. ($5.3M) and Westside Investment Management, Inc. ($1.4M).
- Company
- Schwab Trsry Obl MNY-Inv
- CUSIP
- 808515621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $10.5M |
| Exits | 2 | $1.2M |
All 13F filers, Q1 2026 → Q2 2026: 11,405,869 shares bought and 1,657,724 shares sold, net +9,748,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Wealthspire Advisors, LLC | 0.03% | New | 5,277,448 | $5.3M |
| Vermillion Wealth Management, Inc. | 1.26% | New | 5,251,630 | $5.3M |
| Westside Investment Management, Inc. | 0.18% | Add +160.0% | 1,397,132 | $1.4M |
| Jackson Wealth Management, LLC | 0.34% | Reduce -44.3% | 582,078 | $582K |
| Main Management LLC | 0.01% | Add +12.9% | 148,851 | $149K |
"% of holder's portfolio" is SNOXX's weight in each manager's 13F, not the share of Schwab Trsry Obl MNY-Inv the manager owns.