11 institutions reported holding $57.7M of SCHWAB FUNDS VALUE ADV (SNAXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Jackson Wealth Management, LLC ($53.4M), Price Financial Group Wealth Management, Inc ($1.2M), Wealthspire Advisors, LLC ($1.0M), Game Plan Financial Advisors, LLC ($1.0M), Point Nemo Capital, LLC ($800,804). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | $53.4M | 53.4M | Added |
| 2 | Price Financial Group Wealth Management, Inc | $1.2M | 1.2M | New |
| 3 | Wealthspire Advisors, LLC | $1.0M | 1.0M | New |
| 4 | Game Plan Financial Advisors, LLC | $1.0M | 1.0M | Trimmed |
| 5 | Point Nemo Capital, LLC | $800,804 | 800,804 | New |
| 6 | Vermillion Wealth Management, Inc. | $111,506 | 111,506 | New |
| 7 | Westside Investment Management, Inc. | $111,085 | 111,085 | Trimmed |
| 8 | Fortune Financial Group, Inc. | $52,619 | 52,619 | New |
| 9 | Coastwise Capital Group, LLC | $0 | 0 | Exited |
| 10 | Fairfield Financial Advisors, LTD | $0 | 0 | Exited |
| 11 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30