SNAXX

SCHWAB PRIME ADVANTAGE MONEY INVESTOR

Institutional Ownership · Q4 2025

Filing: Q4 2025

SCHWAB PRIME ADVANTAGE MONEY INVESTOR (SNAXX) is held by 17 institutional investors with combined holdings of $318M. Major holders include Jackson Wealth Management, Kohmann Bosshard Financia, Redwood Wealth Management.

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Institutional Holders

Total Value

$317.9M

Ownership %

—

🏦 Top Institutional Holders

Jackson Wealth Management, LLC

81.6M shares

$81.6M

Kohmann Bosshard Financial Services, LLC

46.5M shares

$46.5M

Redwood Wealth Management Group, LLC

37.5M shares

$37.5M

Coastwise Capital Group, LLC

31.1M shares

$31.1M

Coston, McIsaac & Partners

25.7M shares

$25.7M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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