Schwab Trsry Obl MNY-InvSNOXX
13F holders, Q1 2025 (March 31)7holders
1new positions
2sold out
$1.00avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Schwab Trsry Obl MNY-Inv (SNOXX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Financially Speaking Inc ($70.7M), Vermillion Wealth Management, Inc. ($5.6M) and eCIO, Inc. ($3.9M).
- Company
- Schwab Trsry Obl MNY-Inv
- CUSIP
- 808515621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5.6M |
| Exits | 2 | $927K |
All 13F filers, Q4 2024 → Q1 2025: 66,871,627 shares bought and 1,030,175 shares sold, net +65,841,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Financially Speaking Inc | 52.15% | Add +581.6% | 70,704,139 | $70.7M |
| Vermillion Wealth Management, Inc. | 1.68% | New | 5,628,420 | $5.6M |
| eCIO, Inc. | 1.57% | — | 3,927,539 | $3.9M |
| Stonebridge Capital Management Inc. | 0.91% | Add +18.5% | 2,097,022 | $2.1M |
| Jackson Wealth Management, LLC | 0.16% | Add +12.8% | 1,315,702 | $1.3M |
| Twin Capital Management Inc. | 0.06% | Add +532.6% | 518,125 | $518K |
| Main Management LLC | 0.04% | Reduce -19.7% | 421,993 | $422K |
"% 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.