Schwab Trsry Obl MNY-InvSNOXX
13F holders, Q3 2025 (September 30)8holders +1
2new positions
0sold out
$1.00avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Schwab Trsry Obl MNY-Inv (SNOXX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Financially Speaking Inc ($19.0M), Vermillion Wealth Management, Inc. ($4.4M) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $5.1M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 5,086,982 shares bought and 38,321,227 shares sold, net −33,234,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Financially Speaking Inc | 12.46% | Reduce -66.8% | 18,961,696 | $19.0M |
| Vermillion Wealth Management, Inc. | 1.20% | New | 4,380,889 | $4.4M |
| eCIO, Inc. | 0.82% | Reduce -2.3% | 2,197,190 | $2.2M |
| Jackson Wealth Management, LLC | 0.12% | Reduce -9.6% | 1,169,944 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.07% | New | 680,722 | $681K |
| Westside Investment Management, Inc. | 0.10% | Reduce -7.2% | 654,709 | $655K |
| Main Management LLC | 0.03% | Add +7.0% | 385,852 | $386K |
| Congress Asset Management Co. | 0.00% | Add +0.0% | 184,631 | $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.