7 institutions reported holding $12.7M of SCHWAB TREASURY OBLIG MONEY INV (SNOXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($5.3M), Vermillion Wealth Management, Inc. ($5.3M), Westside Investment Management, Inc. ($1.4M), Jackson Wealth Management, LLC ($582,000), Main Management LLC ($149,000). Source: SEC Form 13F.
| 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