Schwab Trsry Obl MNY-UltSCOXX
13F holders, Q4 2025 (December 31)4holders −2
0new positions
2sold out
$1.00avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Schwab Trsry Obl MNY-Ult (SCOXX) in their 13F filings, down 2 from Q3 2025. 0 opened new positions and 2 sold out. The largest holders were Financially Speaking Inc ($2.5M), Financial Gravity Asset Management, Inc. ($2.2M) and Jackson Wealth Management, LLC ($1.4M).
- Company
- Schwab Trsry Obl MNY-Ult
- CUSIP
- 808515480
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $8.9M |
All 13F filers, Q3 2025 → Q4 2025: 16,662 shares bought and 9,252,751 shares sold, net −9,236,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Financially Speaking Inc | 1.62% | Reduce -0.5% | 2,496,289 | $2.5M |
| Financial Gravity Asset Management, Inc. | 0.43% | Add +0.8% | 2,236,011 | $2.2M |
| Jackson Wealth Management, LLC | 0.14% | Reduce -6.9% | 1,387,259 | $1.4M |
| Kohmann Bosshard Financial Services, LLC | 0.00% | Reduce -100.0% | 1 | $1 |
"% 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.