Schwab US Treasury Money-InvSNSXX
13F holders, Q1 2026 (March 31)5holders
1new positions
1sold out
$1.00avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Schwab US Treasury Money-Inv (SNSXX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($18.4M), Main Management LLC ($4.7M) and PSI Advisors, LLC ($1.2M).
- Company
- Schwab US Treasury Money-Inv
- CUSIP
- 808515548
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.2M |
| Exits | 1 | $972K |
All 13F filers, Q4 2025 → Q1 2026: 1,275,213 shares bought and 1,479,049 shares sold, net −203,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Coston, McIsaac & Partners | 4.15% | Reduce -0.5% | 18,372,898 | $18.4M |
| Main Management LLC | 0.34% | Reduce -8.2% | 4,662,273 | $4.7M |
| PSI Advisors, LLC | 0.29% | New | 1,218,656 | $1.2M |
| Dale Q Rice Investment Management Ltd | 0.56% | Add +8.2% | 739,744 | $740K |
| RFP Financial Group LLC | 0.02% | Add +0.8% | 35,228 | $35K |
"% 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.