Schwab US Treasury Money-InvSNSXX
13F holders, Q1 2025 (March 31)7holders
1new positions
2sold out
$1.00avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Schwab US Treasury Money-Inv (SNSXX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Vermillion Wealth Management, Inc. ($8.6M), Main Management LLC ($7.1M) and Dale Q Rice Investment Management Ltd ($1.0M).
- Company
- Schwab US Treasury Money-Inv
- CUSIP
- 808515548
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8.6M |
| Exits | 2 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 9,466,684 shares bought and 2,040,042 shares sold, net +7,426,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Vermillion Wealth Management, Inc. | 2.55% | New | 8,551,110 | $8.6M |
| Main Management LLC | 0.63% | Add +7.9% | 7,139,534 | $7.1M |
| Dale Q Rice Investment Management Ltd | 0.53% | Add +63.4% | 1,018,264 | $1.0M |
| eCIO, Inc. | 0.16% | — | 401,725 | $402K |
| Financially Speaking Inc | 0.22% | Reduce -72.4% | 302,807 | $303K |
| Westside Investment Management, Inc. | 0.04% | No change | 165,000 | $165K |
| RFP Financial Group LLC | 0.05% | Reduce -22.3% | 120,609 | $121K |
"% 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.