13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SNSXX

SCHWAB US TREASURY MONEY INVESTOR

5 institutions still hold SCHWAB US TREASURY MONEY INVESTOR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808515548·5 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.5%
vs prior quarter
13F value held
$2M
54.0% inst. owned
of float
Holders
5
+66 QoQ
filers reporting
Activity
+62 / −47
+1,024 added · −955 reduced
this quarter
Concentration
60.43%
PSI Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported SNSXX in Q1 2026. PSI Advisors, LLC leads at 60.4% of the visible book. +66 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
PSI Advisors, LLC
CIK 0001779040
$1M1.2M0.29%Q1 202602
Dale Q Rice Investment Management Ltd
CIK 0002041427
$739,744740K0.56%Q1 202603
RFP Financial Group LLC
CIK 0001956564
$35,22835K0.02%Q1 202604
Coston, McIsaac & Partners
CIK 0001945037
$18,46218.5M4.29%Q4 202505
Main Management LLC
CIK 0001583092
$4,6624.7M0.34%Q1 2026