6 institutions reported holding $25.0M of SCHWAB US TREASURY MONEY INVESTOR (SNSXX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Coston, McIsaac & Partners ($18.4M), Main Management LLC ($4.7M), PSI Advisors, LLC ($1.2M), Dale Q Rice Investment Management Ltd ($739,744), RFP Financial Group LLC ($35,228). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $18.4M | 18.4M | Trimmed |
| 2 | Main Management LLC | $4.7M | 4.7M | Trimmed |
| 3 | PSI Advisors, LLC | $1.2M | 1.2M | New |
| 4 | Dale Q Rice Investment Management Ltd | $739,744 | 739,744 | Added |
| 5 | RFP Financial Group LLC | $35,228 | 35,228 | Added |
| 6 | Financially Speaking Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31