Schwab Trsry Obl MNY-InvSNOXX
13F holders, Q4 2024 (December 31)7holders −1
0new positions
3sold out
$1.00avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Schwab Trsry Obl MNY-Inv (SNOXX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 3 sold out. The largest holders were Financially Speaking Inc ($10.4M), Stonebridge Capital Management Inc. ($1.8M) and Jackson Wealth Management, LLC ($1.2M).
- Company
- Schwab Trsry Obl MNY-Inv
- CUSIP
- 808515621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $30.8M |
All 13F filers, Q3 2024 → Q4 2024: 855,280 shares bought and 31,560,700 shares sold, net −30,705,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Financially Speaking Inc | 7.05% | — | 10,373,575 | $10.4M |
| Stonebridge Capital Management Inc. | 0.72% | Add +93.5% | 1,770,070 | $1.8M |
| Jackson Wealth Management, LLC | 0.13% | Reduce -25.5% | 1,166,231 | $1.2M |
| Anderson Financial Strategies, LLC | 0.56% | — | 923,080 | $923K |
| Main Management LLC | 0.04% | Reduce -18.4% | 525,393 | $525K |
| Twin Capital Management Inc. | 0.01% | Reduce -76.2% | 81,905 | $82K |
| Fairfield Financial Advisors, LTD | 0.00% | Add +1.3% | 3,695 | $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.