SNAXX

Schwab Value Adv Money-isp

Latest period2026 - Q1Total superinvestors7

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 7 superinvestors own shares of Schwab Value Adv Money-isp (SNAXX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab Value Adv Money-isp (SNAXX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Schwab Value Adv Money-isp (SNAXX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Schwab Value Adv Money-isp (SNAXX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Samuel Lyman@Coastwise Capital Group, Llc
Recent Activity
Decreased -2.07%
13.26%
$23.865M
23.865M shares@ 1.0 avg price
Jane King@Fairfield Financial Advisors, Ltd
Recent Activity
Decreased -1.9%
5.28%
$15.311M
15.311M shares@ 1.0 avg price
Michael Scott Norehad@Game Plan Financial Advisors, Llc
Recent Activity
Increased 88.95%
1.45%
$3.219M
3.219M shares@ 1.0 avg price
Samuel Bridgers@Redwood Wealth Management Group, Llc
Recent Activity
Decreased -15.47%
1.01%
$2.336M
2.336M shares@ 1.0 avg price
Ashley Henderson@Jackson Wealth Management, Llc
Recent Activity
Decreased -70.24%
0.14%
$1.284M
1.284M shares@ 1.01 avg price
Donald Garton@Garton & Associates Financial Advisors Llc
Recent Activity
Increased 1526.55%
1.03%
$1.259M
1.259M shares@ 1.0 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Decreased -47.54%
0.07%
$397,144
397,144 shares@ 1.0 avg price

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