Schwab US Treasury Money-InvSNSXX
13F holders, Q4 2024 (December 31)7holders +2
1new positions
1sold out
$1.00avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Schwab US Treasury Money-Inv (SNSXX) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Main Management LLC ($6.6M), Tucker Asset Management LLC ($1.2M) and Financially Speaking Inc ($1.1M).
- Company
- Schwab US Treasury Money-Inv
- CUSIP
- 808515548
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $155K |
| Exits | 1 | $34K |
All 13F filers, Q3 2024 → Q4 2024: 155,413 shares bought and 7,630,986 shares sold, net −7,475,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Main Management LLC | 0.54% | Reduce -52.2% | 6,619,120 | $6.6M |
| Tucker Asset Management LLC | 0.27% | Reduce -22.2% | 1,200,092 | $1.2M |
| Financially Speaking Inc | 0.75% | — | 1,097,918 | $1.1M |
| Dale Q Rice Investment Management Ltd | 0.27% | — | 623,104 | $623K |
| Westside Investment Management, Inc. | 0.03% | Reduce -13.2% | 165,000 | $165K |
| RFP Financial Group LLC | 0.06% | New | 155,282 | $155K |
| CCM Investment Advisers LLC | 0.00% | Add +1.3% | 10,166 | $10K |
"% 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.