Schwab Trsry Obl MNY-InvSNOXX
13F holders, Q2 2025 (June 30)7holders
2new positions
2sold out
$1.00avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Schwab Trsry Obl MNY-Inv (SNOXX) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 2 sold out. The largest holders were Financially Speaking Inc ($57.1M), Stonebridge Capital Management Inc. ($2.3M) and eCIO, Inc. ($2.2M).
- Company
- Schwab Trsry Obl MNY-Inv
- CUSIP
- 808515621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $890K |
| Exits | 2 | $6.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,126,344 shares bought and 21,556,266 shares sold, net −20,429,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Financially Speaking Inc | 37.54% | Reduce -19.3% | 57,057,943 | $57.1M |
| Stonebridge Capital Management Inc. | 0.91% | Add +11.3% | 2,333,140 | $2.3M |
| eCIO, Inc. | 0.95% | Reduce -42.8% | 2,247,693 | $2.2M |
| Jackson Wealth Management, LLC | 0.14% | Reduce -1.7% | 1,293,527 | $1.3M |
| Westside Investment Management, Inc. | 0.13% | New | 705,603 | $706K |
| Main Management LLC | 0.03% | Reduce -14.6% | 360,489 | $360K |
| Congress Asset Management Co. | 0.00% | New | 184,623 | $185K |
"% 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.