Who owns Schwab Treasury Value Adv Mone other assets?
- Ticker: SNOXX
- CUSIP Number: 808515621
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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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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 | -67% | Sep 2025 |
|
| Vermillion Wealth Management | 4.4M | $4.4M | 100% | Sep 2025 |
|
| Stonebridge Capital Management | 2.3M | $2.3M | 11% | Jun 2025 |
|
| eCIO | 2.2M | $2.2M | -2% | Sep 2025 |
|
| Jackson Wealth Management | 1.2M | $1.2M | -10% | Sep 2025 |
|
| Kohmann Bosshard Financial Services | 681k | $681k | 100% | Sep 2025 |
|
| Westside Investment Management | 655k | $655k | -7% | Sep 2025 |
|
| Main Management | 386k | $386k | 7% | Sep 2025 |
|
| Congress Asset Management | 185k | $185k | 0% | Sep 2025 |
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