Schwab Trsry Obl MNY-UltSCOXX
13F holders, Q4 2024 (December 31)2holders −1
0new positions
2sold out
$1.00avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Schwab Trsry Obl MNY-Ult (SCOXX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Financially Speaking Inc ($2.7M) and Jackson Wealth Management, LLC ($1.2M).
- Company
- Schwab Trsry Obl MNY-Ult
- CUSIP
- 808515480
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $28.4M |
All 13F filers, Q3 2024 → Q4 2024: 28,374,474 shares sold, net −28,374,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Financially Speaking Inc | 1.82% | — | 2,681,824 | $2.7M |
| Jackson Wealth Management, LLC | 0.14% | Reduce -1.4% | 1,249,396 | $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.