Schwab Trsry Obl MNY-UltSCOXX
13F holders, Q3 2025 (September 30)6holders +2
2new positions
0sold out
$1.00avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Schwab Trsry Obl MNY-Ult (SCOXX) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were eCIO, Inc. ($7.7M), Financially Speaking Inc ($2.5M) and Financial Gravity Asset Management, Inc. ($2.2M).
- Company
- Schwab Trsry Obl MNY-Ult
- CUSIP
- 808515480
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.4M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 4,400,101 shares bought and 9,939 shares sold, net +4,390,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| eCIO, Inc. | 2.89% | Add +56.1% | 7,744,512 | $7.7M |
| Financially Speaking Inc | 1.65% | Reduce -0.4% | 2,508,034 | $2.5M |
| Financial Gravity Asset Management, Inc. | 0.44% | — | 2,219,349 | $2.2M |
| Jackson Wealth Management, LLC | 0.15% | Add +17.6% | 1,490,453 | $1.5M |
| Vermillion Wealth Management, Inc. | 0.31% | New | 1,138,503 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 254,798 | $255K |
"% 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.