Security Details
| Security Name: | SCHWAB TRSRY OBL MNY-INV |
|---|---|
| Ticker: | SNOXX |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 808515621 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.03B | - | 8 | - |
| 2024-09-30 | $0.03B | +5.3% | 8 | 0.0% |
| 2024-12-31 | $0.01B | -61.8% | 6 | -25.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| FINANCIALLY SPEAKING INC | $10.4M | 10,373K | 7.1% |
| ANDERSON FINANCIAL STRATEGIES, LLC | $0.9M | 923K | 0.6% |
| JACKSON WEALTH MANAGEMENT, LLC | $1.2M | 1,166K | 0.1% |
| MAIN MANAGEMENT LLC | $0.5M | 525K | 0.0% |
| TWIN CAPITAL MANAGEMENT INC | $0.1M | 81K | 0.0% |
| FAIRFIELD FINANCIAL ADVISORS, LTD | $0.0M | 3K | 0.0% |
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