SNSXX — Schwab US Treasury Money Investor Institutional Holders · Q2 2026
Who owns Schwab US Treasury Money Investor (SNSXX)? 9 institutions reported holding $34.32M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($23.5M), Vermillion Wealth Management, Inc. ($5.0M), Main Management LLC ($4.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $23.5M | 23.5M | Added |
| 2 | Vermillion Wealth Management, Inc. | $5.0M | 5.0M | New |
| 3 | Main Management LLC | $4.5M | 4.5M | Trimmed |
| 4 | Wealthspire Advisors, LLC | $1.1M | 1.1M | New |
| 5 | Price Financial Group Wealth Management, Inc | $260,701 | 260,701 | New |
| 6 | NBT BANK N A /NY | $4,000 | 4,000 | New |
| 7 | PSI Advisors, LLC | $0 | 0 | Exited |
| 8 | RFP Financial Group LLC | $0 | 0 | Exited |
| 9 | Dale Q Rice Investment Management Ltd | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30