Schwab Trsry Obl MNY-InvSNOXX
13F holders, Q4 2025 (December 31)6holders −2
0new positions
3sold out
$1.00avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Schwab Trsry Obl MNY-Inv (SNOXX) in their 13F filings, down 2 from Q3 2025. 0 opened new positions and 3 sold out. The largest holders were Financially Speaking Inc ($18.6M), Jackson Wealth Management, LLC ($1.1M) and Kohmann Bosshard Financial Services, LLC ($828K).
- Company
- Schwab Trsry Obl MNY-Inv
- CUSIP
- 808515621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 147,018 shares bought and 7,486,557 shares sold, net −7,339,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Financially Speaking Inc | 12.02% | Reduce -2.0% | 18,585,490 | $18.6M |
| Jackson Wealth Management, LLC | 0.11% | Reduce -1.7% | 1,150,304 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.08% | Add +21.6% | 827,740 | $828K |
| Garton & Associates Financial Advisors LLC | 0.46% | — | 792,301 | $792K |
| Westside Investment Management, Inc. | 0.10% | Reduce -7.8% | 603,709 | $604K |
| Main Management LLC | 0.01% | Reduce -71.8% | 108,851 | $109K |
"% 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.