Schwab US Treasury Money-InvSNSXX
13F holders, Q2 2026 (June 30)6holders +1
4new positions
3sold out
$1.00avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Schwab US Treasury Money-Inv (SNSXX) in their 13F filings, up 1 from Q1 2026. 4 opened new positions and 3 sold out. The largest holders were Coston, McIsaac & Partners ($23.5M), Vermillion Wealth Management, Inc. ($5.0M) and Main Management LLC ($4.5M).
- Company
- Schwab US Treasury Money-Inv
- CUSIP
- 808515548
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.3M |
| Exits | 3 | $2.0M |
All 13F filers, Q1 2026 → Q2 2026: 11,473,680 shares bought and 2,177,607 shares sold, net +9,296,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Coston, McIsaac & Partners | 4.73% | Add +28.0% | 23,514,856 | $23.5M |
| Vermillion Wealth Management, Inc. | 1.19% | New | 4,961,333 | $5.0M |
| Main Management LLC | 0.30% | Reduce -4.0% | 4,478,294 | $4.5M |
| Wealthspire Advisors, LLC | 0.01% | New | 1,105,688 | $1.1M |
| Price Financial Group Wealth Management, Inc | 4.33% | New | 260,701 | $261K |
| NBT Bank, N.A. | 0.00% | New | 4,000 | $4K |
"% of holder's portfolio" is SNSXX's weight in each manager's 13F, not the share of Schwab US Treasury Money-Inv the manager owns.