Schwab Trsry Obl MNY-UltSCOXX
13F holders, Q1 2026 (March 31)1holders −3
0new positions
3sold out
$1.00avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Schwab Trsry Obl MNY-Ult (SCOXX) in their 13F filings, down 3 from Q4 2025. 0 opened new positions and 3 sold out. The largest holder was Jackson Wealth Management, LLC ($1.7M).
- Company
- Schwab Trsry Obl MNY-Ult
- CUSIP
- 808515480
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $4.7M |
All 13F filers, Q4 2025 → Q1 2026: 320,674 shares bought and 4,732,301 shares sold, net −4,411,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 0.18% | Add +23.1% | 1,707,933 | $1.7M |
"% 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.