SCHWA PRIME ADV MONEY FD-ULT (SNAXX) Institutional Ownership Changes & 13F Activity
SCHWA PRIME ADV MONEY FD-ULT (SNAXX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Kohmann Bosshard Financial Services, Llc, Jackson Wealth Management, Llc, Game Plan Financial Advisors, Llc, Garton & Associates Financial Advisors Llc, and Coastwise Capital Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, Llc | Sell | -3,030,866 | -70.2% | 1,283,720 | $1.28M | Q1 2026 | May 11, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +1,181,439 | +1526.5% | 1,258,832 | $1.26M | Q1 2026 | May 11, 2026 |
| Coastwise Capital Group, Llc | Sell | -504,457 | -2.1% | 23,864,649 | $23.86M | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | Sell | -360,000 | -47.5% | 397,144 | $397.14K | Q1 2026 | May 04, 2026 |
| Fairfield Financial Advisors, Ltd | Sell | -297,687 | -1.9% | 15,310,728 | $15.31M | Q1 2026 | Apr 27, 2026 |
| Redwood Wealth Management Group, Llc | Sell | -427,546 | -15.5% | 2,335,834 | $2.34M | Q1 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, Llc | Buy | +50,973,496 | +1135.5% | 55,462,636 | $55.46M | Q1 2026 | Apr 23, 2026 |
| Game Plan Financial Advisors, Llc | Buy | +1,515,537 | +88.9% | 3,219,471 | $3.22M | Q1 2026 | Apr 23, 2026 |
| Fortune Financial Group, Inc. | Sell | -51,685 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 11, 2026 |
Frequently asked questions about SNAXX activity
Which institutional owners are buying SNAXX?
Institutional owners buying SNAXX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SNAXX activity?
"Buy" means an investor increased their reported position in SNAXX compared to the prior reporting period. This reflects growing exposure to SCHWA PRIME ADV MONEY FD-ULT (SNAXX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SNAXX increasing?
Institutional interest in SNAXX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.