Who owns Schwab Value Adv Inst Prime Sh other assets?
- Ticker: SNAXX
- CUSIP Number: 808515696
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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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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 |
|---|---|---|---|---|---|
| Fairfield Financial Advisors | 6.6M | $6.6M | 35% | Sep 2025 |
|
| Kohmann Bosshard Financial Services | 6.4M | $6.4M | 100% | Sep 2025 |
|
| Redwood Wealth Management Group | 2.6M | $2.6M | 1% | Sep 2025 |
|
| Jackson Wealth Management | 1.8M | $1.8M | -13% | Sep 2025 |
|
| Westside Investment Management | 987k | $987k | -6% | Sep 2025 |
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