5 institutions reported holding $5.2M of SCHWAB US TREASURY MONEY (SNSXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vermillion Wealth Management, Inc. ($5.0M), Price Financial Group Wealth Management, Inc ($260,701), NBT BANK N A /NY ($4,000), Kohmann Bosshard Financial Services, LLC ($0), PSI Advisors, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $5.0M | 5.0M | New |
| 2 | Price Financial Group Wealth Management, Inc | $260,701 | 260,701 | New |
| 3 | NBT BANK N A /NY | $4,000 | 4,000 | New |
| 4 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 5 | PSI Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30