Who owns Schwab Treasury Value Adv Mone other assets?
- Ticker: SNOXX
- CUSIP Number: 808515621
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Treasury Value Adv Mone other assets with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Treasury Value Adv Mone other assets stock
Who bought or sold Schwab Treasury Value Adv Mone other assets this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Financially Speaking | 19M | $19M | -2% | Dec 2025 |
|
| Jackson Wealth Management | 1.2M | $1.1M | -2% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 828k | $828k | 22% | Dec 2025 |
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| Garton & Associates Financial Advisors | 792k | $792k | 100% | Dec 2025 |
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| Westside Investment Management | 604k | $604k | -8% | Dec 2025 |
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| Main Management | 109k | $109k | -72% | Dec 2025 |
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Who sold out of Schwab Treasury Value Adv Mone other assets?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vermillion Wealth Management | Sep 2025 | 4.4M | $4.4M |
| eCIO | Sep 2025 | 2.2M | $2.2M |
| Congress Asset Management | Sep 2025 | 185k | $185k |