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 |
|---|---|---|---|---|---|
| Sontag Advisory | 5.3M | $5.3M | 100% | Jun 2026 |
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| Vermillion Wealth Management | 5.3M | $5.3M | 100% | Jun 2026 |
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| Westside Investment Management | 1.4M | $1.4M | 160% | Jun 2026 |
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| Jackson Wealth Management | 582k | $582k | -44% | Jun 2026 |
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| Main Management | 149k | $149k | 13% | Jun 2026 |
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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 |
|---|---|---|---|
| Garton & Associates Financial Advisors | Mar 2026 | 853k | $853k |
| Stonebridge Capital Management | Mar 2026 | 343k | $343k |