SNSXX Institutional Ownership & Shareholders
SCHWAB US TREASURY MONEY-INV (SNSXX) is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.01M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Coston, Mcisaac & Partners is currently the largest disclosed institutional shareholder of SNSXX tracked by InsiderSet, reporting ownership valued at approximately $23.51M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SNSXX value among the investors covered in this analysis. Major shareholders include Coston, Mcisaac & Partners, Price Financial Group Wealth Management, Inc, Vermillion Wealth Management, Inc., and several other long-term asset managers with concentrated positions in SCHWAB US TREASURY MONEY-INV (SNSXX).
This page ranks the largest institutional SNSXX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
6
Total Reported Value
$27.01M
Largest Holder
Coston, Mcisaac & Partners
Largest Position
$23.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Coston, Mcisaac & Partners | 4.73% | 23,514,856 | $23,513,000 | — | — | — | |
| Price Financial Group Wealth Management, Inc | 15.02% | 1,231,092 | $1,231,092 | — | — | — | |
| Vermillion Wealth Management, Inc. | 1.32% | 1,151,577 | $1,151,577 | — | — | — | |
| Wealthspire Advisors, Llc | 0.01% | 1,105,688 | $1,105,688 | — | — | — | |
| Main Management Llc | 0.30% | 4,478,294 | $4,478 | — | — | — | |
| Nbt Bank N A | 0.00% | 4,000 | $4,000 | — | — | — |
Frequently asked questions about SNSXX
Who are the largest institutional holders of SNSXX?
The largest institutional holders of SNSXX reported in the latest SEC Form 13F filings include Coston, Mcisaac & Partners, Price Financial Group Wealth Management, Inc, Vermillion Wealth Management, Inc., Wealthspire Advisors, Llc, and Main Management Llc. InsiderSet ranks institutional holders by their latest reported SNSXX position.
What is SNSXX institutional ownership?
This page tracks SNSXX positions reported by institutional investment managers through SEC Form 13F. SCHWAB US TREASURY MONEY-INV (SNSXX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SNSXX?
InsiderSet currently tracks 6 institutional managers reporting SNSXX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SNSXX shareholders.
How much SNSXX stock do institutions own?
Institutional investment managers disclosed approximately $27.01M in SNSXX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SNSXX institutional ownership last updated?
The latest SNSXX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SNSXX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SNSXX position after the reporting date.
Are institutions buying or selling SNSXX?
Institutional buying and selling can be analyzed by comparing SNSXX positions across consecutive 13F reporting periods. InsiderSet's SNSXX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SNSXX ownership changes.
How has SNSXX institutional ownership changed over time?
InsiderSet tracks SNSXX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.