DOSSIER · 13F Holders · Q4 2025
SNSXX

SCHWAB US TREASURY MONEY INVESTOR

6 institutions still hold SCHWAB US TREASURY MONEY INVESTOR as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808515548·6 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$30M
visible holders
Holders
6
filers reporting
Concentration
61.38%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

6 institutions reported SNSXX in Q4 2025. Coston, McIsaac & Partners leads at 61.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$18M18.5M4.29%Q4 2025
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$5M5.0M1.16%Q2 2026
03
Main Management LLC
CIK 0001583092
$5M4.7M0.34%Q1 2026
04
PSI Advisors, LLC
CIK 0001779040
$1M1.2M0.29%Q1 2026
05
Dale Q Rice Investment Management Ltd
CIK 0002041427
$740K740K0.56%Q1 2026
06
RFP Financial Group LLC
CIK 0001956564
$35K35K0.02%Q1 2026