Schwab Trsry Obl MNY-UltSCOXX
13F holders, Q2 2025 (June 30)4holders
0new positions
1sold out
$1.00avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Schwab Trsry Obl MNY-Ult (SCOXX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were eCIO, Inc. ($5.0M), Financially Speaking Inc ($2.5M) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 13,128 shares bought and 1,413,893 shares sold, net −1,400,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| eCIO, Inc. | 2.09% | Reduce -2.8% | 4,961,286 | $5.0M |
| Financially Speaking Inc | 1.66% | Reduce -5.8% | 2,517,973 | $2.5M |
| Jackson Wealth Management, LLC | 0.14% | Add +1.1% | 1,266,879 | $1.3M |
| Financial Gravity Companies, Inc. | 0.20% | — | 1,000,115 | $1.0M |
"% 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.