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SNOXX SCHWAB TRSRY OBL MNY-INV

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SNOXX (fund)

7 managers (7 13F filers) reported a position in SNOXX shares at 2025-06-30, 64,183,018 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
7
13F filers
7
New
2
Added
1
Reduced
4
Sold out
2
Shares held by filers
64,183,018

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.

HolderSharesValue% of portfolioChangeSource
Financially Speaking Inc57,057,943$57.1M37.54%-13,646,19613F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC2,333,140$2.33M0.91%+236,11813F-HRTimeline
eCIO, Inc.2,247,693$2.25M0.95%-1,679,84613F-HRTimeline
Jackson Wealth Management, LLC1,293,527$1.29M0.14%-22,17513F-HRTimeline
Westside Investment Management, Inc.705,603$706K0.13%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…360,489$360K0.03%-61,50413F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO184,623$185K<0.01%new13F-HRTimeline