13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
SNAXX

SCHWAB VALUE ADVANTAGE MONEY ULTRA

7 institutions still hold SCHWAB VALUE ADVANTAGE MONEY ULTRA as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808515696·7 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.5%
vs prior quarter
13F value held
$48M
78.0% inst. owned
of float
Holders
7
+44 QoQ
filers reporting
Activity
+49 / −86
+732 added · −667 reduced
this quarter
Concentration
50.06%
Coastwise Capital Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported SNAXX in Q1 2026. Coastwise Capital Group, LLC leads at 50.1% of the visible book. +44 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Coastwise Capital Group, LLC
CIK 0001934500
$24M23.9M13.25%Q1 202602
Fairfield Financial Advisors, LTD
CIK 0002033232
$15M15.3M5.28%Q1 202603
Game Plan Financial Advisors, LLC
CIK 0001802952
$3M3.2M1.45%Q1 202604
Redwood Wealth Management Group, LLC
CIK 0001963839
$2M2.3M1.01%Q1 202605
Jackson Wealth Management, LLC
CIK 0001536799
$1M1.3M0.13%Q1 202606
Garton & Associates Financial Advisors LLC
CIK 0002109857
$1M1.3M1.03%Q1 202607
Westside Investment Management, Inc.
CIK 0001538383
$397,144397K0.06%Q1 2026