Schwab Funds Value Adv (SNAXX) institutional ownership
SCHWAB FUNDS VALUE ADV · 13F, 2026Q2
| Managers holding | 8 |
|---|---|
| Shares held | 57,692,995 |
| Reported value | $57.7m |
| Quarter flows | 5 new, 1 added, 2 trimmed, 4 exited |
Top 8 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Jackson Wealth Management, LLC | 53,377,119 | $53.4m | 31.4% |
| Price Financial Group Wealth Management, Inc | 1,233,720 | $1.2m | 20.5% |
| Wealthspire Advisors, LLC | 1,006,142 | $1.0m | 0.0% |
| Game Plan Financial Advisors, LLC | 1,000,000 | $1.0m | 0.4% |
| Point Nemo Capital, LLC | 800,804 | $800,804 | 0.4% |
| Vermillion Wealth Management, Inc. | 111,506 | $111,506 | 0.0% |
| Westside Investment Management, Inc. | 111,085 | $111,085 | 0.0% |
| Fortune Financial Group, Inc. | 52,619 | $52,619 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SNAXX"). SNAXX price history · All 13F data