SNOXX — Schwab Treasury Oblig Money Inv Institutional Holders · Q2 2026
Who owns Schwab Treasury Oblig Money Inv (SNOXX)? 7 institutions reported holding $12.66M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealthspire Advisors, LLC ($5.3M), Vermillion Wealth Management, Inc. ($5.3M), Westside Investment Management, Inc. ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $5.3M | 5.3M | New |
| 2 | Vermillion Wealth Management, Inc. | $5.3M | 5.3M | New |
| 3 | Westside Investment Management, Inc. | $1.4M | 1.4M | Added |
| 4 | Jackson Wealth Management, LLC | $582,000 | 582,078 | Trimmed |
| 5 | Main Management LLC | $149,000 | 148,851 | Added |
| 6 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 7 | STONEBRIDGE CAPITAL MANAGEMENT INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30