Who owns Schwab Value Adv Inst Prime Sh other assets?
- Ticker: SNAXX
- CUSIP Number: 808515696
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Value Adv Inst Prime Sh other assets with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Value Adv Inst Prime Sh other assets stock
Who bought or sold Schwab Value Adv Inst Prime Sh other assets this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| McMahon Financial Advisors | 15M | $15M | 116% | Sep 2024 |
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| Kirtland Hills Capital Management | 11M | $11M | 100% | Sep 2024 |
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| Jackson Wealth Management | 8.3M | $8.3M | 502% | Sep 2024 |
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| Redwood Wealth Management Group | 4.2M | $4.2M | 100% | Sep 2024 |
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| Encompass Wealth Advisors | 3.5M | $3.5M | -1% | Sep 2024 |
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| Tucker Asset Management | 3.1M | $3.1M | 1% | Jun 2024 |
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| Fairfield Financial Advisors | 2.6M | $2.6M | -8% | Sep 2024 |
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| Westside Investment Management | 662k | $662k | 0% | Sep 2024 |
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| Kanawha Capital Management | 151k | $151k | -76% | Sep 2024 |
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Who sold out of Schwab Value Adv Inst Prime Sh other assets?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bryn Mawr Trust | Jun 2024 | 21M | $21M |