Schwab Trsry Obl MNY-UltSCOXX
13F holders, Q2 2026 (June 30)2holders +1
2new positions
1sold out
$1.00avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Schwab Trsry Obl MNY-Ult (SCOXX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Wealthspire Advisors, LLC ($4.1M) and Vermillion Wealth Management, Inc. ($1.2M).
- Company
- Schwab Trsry Obl MNY-Ult
- CUSIP
- 808515480
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $5.3M |
| Exits | 1 | $1.7M |
All 13F filers, Q1 2026 → Q2 2026: 5,266,857 shares bought and 1,707,933 shares sold, net +3,558,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Wealthspire Advisors, LLC | 0.02% | New | 4,099,478 | $4.1M |
| Vermillion Wealth Management, Inc. | 0.28% | New | 1,167,379 | $1.2M |
"% of holder's portfolio" is SCOXX's weight in each manager's 13F, not the share of Schwab Trsry Obl MNY-Ult the manager owns.