Schwab Amt Tax FR MNY-UltraSCTXX
13F holders, Q1 2025 (March 31)2holders −10
1new positions
10sold out
$1.00avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Schwab Amt Tax FR MNY-Ultra (SCTXX) in their 13F filings, down 10 from Q4 2024. 1 opened new positions and 10 sold out. The largest holders were Vermillion Wealth Management, Inc. ($4.0M) and CreativeOne Wealth, LLC ($72K).
- Company
- Schwab Amt Tax FR MNY-Ultra
- CUSIP
- 808515530
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4.0M |
| Exits | 10 | $25.6M |
All 13F filers, Q4 2024 → Q1 2025: 4,000,312 shares bought and 25,716,647 shares sold, net −21,716,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 1.19% | New | 4,000,312 | $4.0M |
| CreativeOne Wealth, LLC | 0.00% | Reduce -66.6% | 72,208 | $72K |
"% of holder's portfolio" is SCTXX's weight in each manager's 13F, not the share of Schwab Amt Tax FR MNY-Ultra the manager owns.