6 institutions reported holding $1.5M of SCHWAB PRIME ADVANTAGE MONEY ULTRA (SNAXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Price Financial Group Wealth Management, Inc ($1.2M), Vermillion Wealth Management, Inc. ($111,506), Westside Investment Management, Inc. ($111,085), Fortune Financial Group, Inc. ($52,619), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Price Financial Group Wealth Management, Inc | $1.2M | 1.2M | New |
| 2 | Vermillion Wealth Management, Inc. | $111,506 | 111,506 | New |
| 3 | Westside Investment Management, Inc. | $111,085 | 111,085 | Trimmed |
| 4 | Fortune Financial Group, Inc. | $52,619 | 52,619 | New |
| 5 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 6 | Coastwise Capital Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30