DOSSIER · 13F Holders · Q2 2026
SNOXX

SCHWAB CHARLES FAMIL TRSY OBL V

5 institutions still hold SCHWAB CHARLES FAMIL TRSY OBL V as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808515621·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$13M
visible holders
Holders
5
filers reporting
Concentration
41.75%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported SNOXX in Q2 2026. Wealthspire Advisors, LLC leads at 41.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$5M5.3M0.03%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$5M5.3M1.23%Q2 2026
03
Westside Investment Management, Inc.
CIK 0001538383
$1M1.4M0.18%Q2 2026
04
Jackson Wealth Management, LLC
CIK 0001536799
$582K582K0.34%Q2 2026
05
Main Management LLC
CIK 0001583092
$132K132K0.01%Q1 2026