Schwab Trsry Obl MNY-InvSNOXX
13F holders, Q2 2024 (June 30)8holders +3
2new positions
0sold out
$1.00avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Schwab Trsry Obl MNY-Inv (SNOXX) in their 13F filings, up 3 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Kanawha Capital Management LLC ($25.6M), Mfa Wealth Advisors, LLC ($4.0M) and Stonebridge Capital Management Inc. ($854K).
- Company
- Schwab Trsry Obl MNY-Inv
- CUSIP
- 808515621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4.9M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 4,997,369 shares bought and 4,503,704 shares sold, net +493,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Kanawha Capital Management LLC | 2.01% | Reduce -4.2% | 25,602,360 | $25.6M |
| Mfa Wealth Advisors, LLC | 0.88% | New | 4,029,485 | $4.0M |
| Stonebridge Capital Management Inc. | 0.36% | New | 853,744 | $854K |
| Twin Capital Management Inc. | 0.07% | Add +21.0% | 634,073 | $634K |
| Main Management LLC | 0.05% | Reduce -70.9% | 614,733 | $615K |
| Jackson Wealth Management, LLC | 0.10% | Reduce -80.6% | 453,690 | $454K |
| RFP Financial Group LLC | 0.12% | Add +1.3% | 329,964 | $330K |
| Fairfield Financial Advisors, LTD | 0.00% | — | 3,603 | $4K |
"% 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.