9 institutions reported holding $47.7M of SCHWAB VALUE ADVANTAGE MONEY ULTRA (SNAXX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Coastwise Capital Group, LLC ($23.9M), Fairfield Financial Advisors, LTD ($15.3M), Game Plan Financial Advisors, LLC ($3.2M), Redwood Wealth Management Group, LLC ($2.3M), Jackson Wealth Management, LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coastwise Capital Group, LLC | $23.9M | 23.9M | Trimmed |
| 2 | Fairfield Financial Advisors, LTD | $15.3M | 15.3M | Trimmed |
| 3 | Game Plan Financial Advisors, LLC | $3.2M | 3.2M | Added |
| 4 | Redwood Wealth Management Group, LLC | $2.3M | 2.3M | Trimmed |
| 5 | Jackson Wealth Management, LLC | $1.3M | 1.3M | Trimmed |
| 6 | Garton & Associates Financial Advisors LLC | $1.3M | 1.3M | Added |
| 7 | Westside Investment Management, Inc. | $397,144 | 397,144 | Trimmed |
| 8 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 9 | Fortune Financial Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31