Schwab Trsry Obl MNY-InvSNOXX
13F holders, Q1 2026 (March 31)5holders −1
0new positions
2sold out
$1.00avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Schwab Trsry Obl MNY-Inv (SNOXX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Jackson Wealth Management, LLC ($1.0M), Garton & Associates Financial Advisors LLC ($853K) and Westside Investment Management, Inc. ($537K).
- Company
- Schwab Trsry Obl MNY-Inv
- CUSIP
- 808515621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $19.4M |
All 13F filers, Q4 2025 → Q1 2026: 83,314 shares bought and 19,585,662 shares sold, net −19,502,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Jackson Wealth Management, LLC | 0.11% | Reduce -9.2% | 1,044,240 | $1.0M |
| Garton & Associates Financial Advisors LLC | 0.70% | Add +7.6% | 852,615 | $853K |
| Westside Investment Management, Inc. | 0.08% | Reduce -11.0% | 537,341 | $537K |
| Stonebridge Capital Management Inc. | 0.16% | — | 342,947 | $343K |
| Main Management LLC | 0.01% | Add +21.1% | 131,851 | $132K |
"% 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.