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 |
|---|---|---|---|---|---|
| Jackson Wealth Management | 53M | $53M | 4058% | Jun 2026 |
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| Price Financial Group Wealth Management | 1.2M | $1.2M | 100% | Jun 2026 |
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| Sontag Advisory | 1.0M | $1.0M | 100% | Jun 2026 |
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| Game Plan Financial Advisors | 1.0M | $1.0M | -69% | Jun 2026 |
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| Point Nemo Capital | 801k | $801k | 100% | Jun 2026 |
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| Vermillion Wealth Management | 112k | $112k | 100% | Jun 2026 |
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| Westside Investment Management | 111k | $111k | -72% | Jun 2026 |
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| Fortune Financial Group | 53k | $53k | 100% | Jun 2026 |
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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 |
|---|---|---|---|
| Coastwise Capital Group | Mar 2026 | 24M | $24M |
| Fairfield Financial Advisors | Mar 2026 | 15M | $15M |
| Redwood Wealth Management Group | Mar 2026 | 2.3M | $2.3M |
| Garton & Associates Financial Advisors | Mar 2026 | 1.3M | $1.3M |