Schwab US Treasury Money-InvSNSXX
13F holders, Q2 2025 (June 30)8holders +1
2new positions
1sold out
$1.00avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Schwab US Treasury Money-Inv (SNSXX) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($19.7M), Main Management LLC ($6.7M) and Brooklyn Investment Group ($1.0M).
- Company
- Schwab US Treasury Money-Inv
- CUSIP
- 808515548
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $20.7M |
| Exits | 1 | $8.6M |
All 13F filers, Q1 2025 → Q2 2025: 21,402,545 shares bought and 9,614,296 shares sold, net +11,788,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Coston, McIsaac & Partners | 5.12% | New | 19,751,531 | $19.7M |
| Main Management LLC | 0.52% | Reduce -6.5% | 6,675,464 | $6.7M |
| Brooklyn Investment Group | 0.13% | New | 1,000,000 | $1.0M |
| Financially Speaking Inc | 0.63% | Add +215.0% | 953,821 | $954K |
| Dale Q Rice Investment Management Ltd | 0.60% | Reduce -29.1% | 721,627 | $722K |
| eCIO, Inc. | 0.09% | Reduce -47.6% | 210,606 | $211K |
| Westside Investment Management, Inc. | 0.02% | Reduce -24.2% | 125,000 | $125K |
| RFP Financial Group LLC | 0.02% | Reduce -59.2% | 49,249 | $49K |
"% 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.