SNAXX — Schwab Prime Advantage Money Ultra 机构持仓 · 2026年Q2
谁持有 Schwab Prime Advantage Money Ultra(SNAXX)?2026年Q2(报告期截至 2026-06-30)共有 11 家机构在 SEC 13F 申报中报告持有,合计 5,769.29 万美元。前几大持有机构:Jackson Wealth Management, LLC(5,340.00 万美元)、Price Financial Group Wealth Management, Inc(120.00 万美元)、Wealthspire Advisors, LLC(100.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | $53.4M | 53.4M | 增持 |
| 2 | Price Financial Group Wealth Management, Inc | $1.2M | 1.2M | 新建仓 |
| 3 | Wealthspire Advisors, LLC | $1.0M | 1.0M | 新建仓 |
| 4 | Game Plan Financial Advisors, LLC | $1.0M | 1.0M | 减持 |
| 5 | Point Nemo Capital, LLC | $800,804 | 800,804 | 新建仓 |
| 6 | Vermillion Wealth Management, Inc. | $111,506 | 111,506 | 新建仓 |
| 7 | Westside Investment Management, Inc. | $111,085 | 111,085 | 减持 |
| 8 | Fortune Financial Group, Inc. | $52,619 | 52,619 | 新建仓 |
| 9 | Coastwise Capital Group, LLC | $0 | 0 | 清仓 |
| 10 | Fairfield Financial Advisors, LTD | $0 | 0 | 清仓 |
| 11 | Garton & Associates Financial Advisors LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30