7 institutions reported holding $2.9M of SCHWAB CHARLES FAMIL TRSY OBL V (SNOXX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Jackson Wealth Management, LLC ($1.0M), Garton & Associates Financial Advisors LLC ($852,615), Westside Investment Management, Inc. ($537,341), STONEBRIDGE CAPITAL MANAGEMENT INC ($342,947), Main Management LLC ($132,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | $1.0M | 1.0M | Trimmed |
| 2 | Garton & Associates Financial Advisors LLC | $852,615 | 852,615 | Added |
| 3 | Westside Investment Management, Inc. | $537,341 | 537,341 | Trimmed |
| 4 | STONEBRIDGE CAPITAL MANAGEMENT INC | $342,947 | 342,947 | Trimmed |
| 5 | Main Management LLC | $132,000 | 131,851 | Added |
| 6 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 7 | Financially Speaking Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31