Schwab Trsry Obl MNY-UltSCOXX
13F holders, Q1 2025 (March 31)4holders +2
1new positions
0sold out
$1.00avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Schwab Trsry Obl MNY-Ult (SCOXX) in their 13F filings, up 2 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were eCIO, Inc. ($5.1M), Financially Speaking Inc ($2.7M) and Jackson Wealth Management, LLC ($1.3M).
- Company
- Schwab Trsry Obl MNY-Ult
- CUSIP
- 808515480
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.1M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,122,160 shares bought and 8,506 shares sold, net +1,113,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| eCIO, Inc. | 2.04% | — | 5,102,029 | $5.1M |
| Financially Speaking Inc | 1.97% | Reduce -0.3% | 2,673,318 | $2.7M |
| Jackson Wealth Management, LLC | 0.15% | Add +0.3% | 1,253,751 | $1.3M |
| Vermillion Wealth Management, Inc. | 0.33% | New | 1,117,805 | $1.1M |
"% 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.