CHARLES SCHWAB FAMILY OF FUNDS - SNAXX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | History | New | 24,369,106 | 24,369 | 12.17% | — | 1 | +24,369,106 | New | Q4 2025 | Feb 12, 2026 |
| Fairfield Financial Advisors, LTD | History | Added to | 15,608,415 | 15,608 | 5.09% | 2.23% | 2 | +8,986,650 | 135.71% | Q4 2025 | Feb 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 4,489,141 | 4,489 | 0.4% | 0.66% | 3 | -1,946,752 | -30.25% | Q4 2025 | Jan 30, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 4,314,586 | 4,315 | 0.42% | 0.18% | 4 | +2,483,747 | 135.66% | Q4 2025 | Jan 20, 2026 |
| Redwood Wealth Management Group, LLC | History | Added to | 2,763,380 | 2,763 | 1.16% | 1.09% | 5 | +199,250 | 7.77% | Q4 2025 | Feb 03, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 1,703,934 | 1,703 | 0.68% | — | 6 | +1,703,934 | New | Q4 2025 | Jan 14, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 757,144 | 757 | 0.12% | 0.16% | 7 | -230,000 | -23.3% | Q4 2025 | Jan 23, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 77,393 | 77 | 0.04% | — | 8 | +77,393 | New | Q4 2025 | Feb 18, 2026 |
| Fortune Financial Group, Inc. | History | New | 51,685 | 53 | 0.05% | — | 9 | +51,685 | New | Q4 2025 | Feb 11, 2026 |