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Schwab US Treasury Money Investor

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Price Financial Group Wealth Management, Inc
INCREASED
Shares1,231,092 from 260,701
Change+970,391 (+372%)
Value$1.2M (+$970.4K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares1,151,577 from 4,961,333
Change-3,809,756 (-77%)
Value$1.2M (-$3.8M)
Filed 2026-10-26
NBT Bank, N.A.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$4.0K ($0)
Filed 2026-10-21
Coston, McIsaac & Partners
N/A
Shares— from 23,514,856
Change-23,514,856 (-100%)
Value—
Main Management LLC
N/A
Shares— from 4,478,294
Change-4,478,294 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,105,688
Change-1,105,688 (-100%)
Value—
Status
Price Financial Group Wealth Management, Inc
INCREASED1,231,092260,701+970,391+372%$260.7K$1.2M+$970.4K2026-11-02
Vermillion Wealth Management, Inc.
DECREASED1,151,5774,961,333-3,809,756-77%$5.0M$1.2M-$3.8M2026-10-26
NBT Bank, N.A.
UNCHANGED4,0004,00000%$4.0K$4.0K$02026-10-21
Coston, McIsaac & Partners
N/A—23,514,856-23,514,856-100%$23.5K———
Main Management LLC
N/A—4,478,294-4,478,294-100%$4.5K———
Wealthspire Advisors, LLC
N/A—1,105,688-1,105,688-100%$1.1M———
Showing 6 of 6 institutions