DOSSIER · 13F Holders · Q2 2026
SNAXX

SCHWAB VALUE ADVANTAGE MONEY ULTRA

9 institutions still hold SCHWAB VALUE ADVANTAGE MONEY ULTRA as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808515696·9 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$60M
visible holders
Holders
9
filers reporting
Concentration
88.92%
Jackson Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported SNAXX in Q2 2026. Jackson Wealth Management, LLC leads at 88.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Jackson Wealth Management, LLC
CIK 0001536799
$53M53.4M31.43%Q2 2026
02
Redwood Wealth Management Group, LLC
CIK 0001963839
$2M2.3M1.01%Q1 2026
03
Price Financial Group Wealth Management, Inc
CIK 0002107127
$1M1.2M20.51%Q2 2026
04
Wealthspire Advisors, LLC
CIK 0001646247
$1M1.0M0.01%Q2 2026
05
Game Plan Financial Advisors, LLC
CIK 0001802952
$1M1.0M0.37%Q2 2026
06
Point Nemo Capital, LLC
CIK 0001988307
$801K801K0.41%Q2 2026
07
Vermillion Wealth Management, Inc.
CIK 0001737012
$112K112K0.03%Q2 2026
08
Westside Investment Management, Inc.
CIK 0001538383
$111K111K0.01%Q2 2026
09
Fortune Financial Group, Inc.
CIK 0002106311
$53K53K0.04%Q2 2026