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Schw Prime ADV Money Fnd-Ult (SNAXX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Westside Investment Management, Inc.
INCREASED
Shares1,152,017 from 111,085
Change+1,040,932 (+937%)
Value$1.2M (+$1.0M)
Filed 2026-11-02
Price Financial Group Wealth Management, Inc
DECREASED
Shares1,134,953 from 1,233,720
Change-98,767 (-8%)
Value$1.1M (-$98.8K)
Filed 2026-11-02
Point Nemo Capital, LLC
CLOSED
Shares0 from 800,804
Change-800,804 (-100%)
Value$0 (-$800.8K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 111,506
Change-111,506 (-100%)
Value$0 (-$111.5K)
Filed 2026-10-26
Fortune Financial Group, Inc.
CLOSED
Shares0 from 52,619
Change-52,619 (-100%)
Value$0 (-$52.6K)
Filed 2026-10-22
Jackson Wealth Management, LLC
N/A
Shares— from 53,377,119
Change-53,377,119 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,006,142
Change-1,006,142 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Status
Westside Investment Management, Inc.
INCREASED1,152,017111,085+1,040,932+937%$111.1K$1.2M+$1.0M2026-11-02
Price Financial Group Wealth Management, Inc
DECREASED1,134,9531,233,720-98,767-8%$1.2M$1.1M-$98.8K2026-11-02
Point Nemo Capital, LLC
CLOSED0800,804-800,804-100%$800.8K$0-$800.8K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED0111,506-111,506-100%$111.5K$0-$111.5K2026-10-26
Fortune Financial Group, Inc.
CLOSED052,619-52,619-100%$52.6K$0-$52.6K2026-10-22
Jackson Wealth Management, LLC
N/A—53,377,119-53,377,119-100%$53.4M———
Wealthspire Advisors, LLC
N/A—1,006,142-1,006,142-100%$1.0M———
Game Plan Financial Advisors, LLC
N/A—1,000,000-1,000,000-100%$1.0M———
Showing 8 of 8 institutions