SNAXX SCHWA PRIME ADV MONEY FD-ULT

SNAXX (fund)

9 managers (9 13F filers) reported a position in SNAXX shares at 2025-12-31, 54,134,784 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers: 9
13F filers: 9
New: 2
Added: 3
Reduced: 2
Sold out: 0
Shares held by filers: 54,134,784

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Coastwise Capital Group, LLC	24,369,106	$24.4M	12.17%	new	13F-HR Timeline
Fairfield Financial Advisors, LTD	15,608,415	$15.6M	5.09%	+8,986,650	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	4,489,141	$4.49M	0.4%	-1,946,752	13F-HR Timeline
Jackson Wealth Management, LLC	4,314,586	$4.32M	0.42%	+2,483,747	13F-HR Timeline
Redwood Wealth Management Group, LLC	2,763,380	$2.76M	1.16%	+199,250	13F-HR Timeline
Game Plan Financial Advisors, LLC	1,703,934	$1.7M	0.69%	new	13F-HR Timeline
Westside Investment Management, Inc.	757,144	$757K	0.12%	-230,000	13F-HR Timeline
Garton & Associates Financial Advisors …	77,393	$77.4K	0.04%		13F-HR Timeline
Fortune Financial Group, Inc.	51,685	$53K	0.05%		13F-HR Timeline