SNAXX SCHWA PRIME ADV MONEY FD-ULT
FollowSNAXX (fund)
4 managers (4 13F filers) reported a position in SNAXX shares at 2025-06-30, 10,584,618 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 0
- Added
- 1
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 10,584,618
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 4,887,270 | $4.89M | 1.71% | +2,959,374 | 13F-HRTimeline |
| Redwood Wealth Management Group, LLC | 2,543,647 | $2.54M | 1.14% | -739,033 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 2,099,873 | $2.1M | 0.23% | -341,208 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 1,053,828 | $1.05M | 0.2% | -363,316 | 13F-HRTimeline |