SCHWAB US TREASURY MONEY-INV (SNSXX) Institutional Ownership Changes & 13F Activity
SCHWAB US TREASURY MONEY-INV (SNSXX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Coston, Mcisaac & Partners, Vermillion Wealth Management, Inc., Psi Advisors, Llc, Wealthspire Advisors, Llc, and Dale Q Rice Investment Management Ltd.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Main Management Llc | Sell | -183,979 | -3.9% | 4,478,294 | $4.48K | Q2 2026 | Aug 14, 2026 |
| Coston, Mcisaac & Partners | Buy | +5,141,958 | +28.0% | 23,514,856 | $23.51M | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, Llc | Buy | +1,105,688 | — | 1,105,688 | $1.11M | Q2 2026 | Aug 11, 2026 |
| Price Financial Group Wealth Management, Inc | Buy | +260,701 | — | 260,701 | $260.70K | Q2 2026 | Aug 03, 2026 |
| Nbt Bank N A | Buy | +4,000 | — | 4,000 | $4.00K | Q2 2026 | Jul 29, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +4,961,333 | — | 4,961,333 | $4.96M | Q2 2026 | Jul 16, 2026 |
| Psi Advisors, Llc | Sell | -1,218,656 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Rfp Financial Group Llc | Sell | -35,228 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Dale Q Rice Investment Management Ltd | Sell | -739,744 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, Llc | Sell | -305,000 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
Frequently asked questions about SNSXX activity
Which institutional owners are buying SNSXX?
Institutional owners buying SNSXX 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 SNSXX activity?
"Buy" means an investor increased their reported position in SNSXX compared to the prior reporting period. This reflects growing exposure to SCHWAB US TREASURY MONEY-INV (SNSXX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SNSXX increasing?
Institutional interest in SNSXX 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.