Schwab US Treasury Money-UltSUTXX
13F holders, Q2 2026 (June 30)4holders +2
2new positions
0sold out
$1.00avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Schwab US Treasury Money-Ult (SUTXX) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($24.9M), Vermillion Wealth Management, Inc. ($16.0M) and Main Management LLC ($11.9M).
- Company
- Schwab US Treasury Money-Ult
- CUSIP
- 808515472
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $41.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 40,962,821 shares bought and 5,236,734 shares sold, net +35,726,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Wealthspire Advisors, LLC | 0.14% | New | 24,941,666 | $24.9M |
| Vermillion Wealth Management, Inc. | 3.83% | New | 16,021,155 | $16.0M |
| Main Management LLC | 0.80% | Reduce -8.6% | 11,868,026 | $11.9M |
| Coston, McIsaac & Partners | 0.58% | Reduce -58.9% | 2,880,855 | $2.9M |
"% of holder's portfolio" is SUTXX's weight in each manager's 13F, not the share of Schwab US Treasury Money-Ult the manager owns.