SCHWAB TRSRY OBL MNY-INV (SNOXX) Institutional Ownership Changes & 13F Activity
SCHWAB TRSRY OBL MNY-INV (SNOXX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financially Speaking Inc, Jackson Wealth Management, Llc, Kohmann Bosshard Financial Services, Llc, Garton & Associates Financial Advisors Llc, and Westside Investment Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Garton & Associates Financial Advisors Llc | Buy | +792,301 | — | 792,301 | $792.30K | Q4 2025 | Feb 18, 2026 |
| Financially Speaking Inc | Buy | +18,585,490 | — | 18,585,490 | $18.59M | Q4 2025 | Feb 10, 2026 |
| Main Management Llc | Buy | +108,851 | — | 108,851 | $109.00 | Q4 2025 | Feb 10, 2026 |
| Kohmann Bosshard Financial Services, Llc | Buy | +827,740 | — | 827,740 | $827.74K | Q4 2025 | Jan 30, 2026 |
| Westside Investment Management, Inc. | Buy | +603,709 | — | 603,709 | $603.71K | Q4 2025 | Jan 23, 2026 |
| Jackson Wealth Management, Llc | Buy | +1,150,304 | — | 1,150,304 | $1.15M | Q4 2025 | Jan 20, 2026 |
Frequently asked questions about SNOXX activity
Which institutional owners are buying SNOXX?
Institutional owners buying SNOXX 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 SNOXX activity?
"Buy" means an investor increased their reported position in SNOXX compared to the prior reporting period. This reflects growing exposure to SCHWAB TRSRY OBL MNY-INV (SNOXX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SNOXX increasing?
Institutional interest in SNOXX 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.