Institutional Ownership
Schwab Treasury Oblig Money Ultra
CUSIP 808515480SCHWAB NON-SWEEP MMFSCOXXQ1 2026
Institutional Holders
1
13F filers
Shares Held
1.71M
Aggregate institutional
Institutional Value
$1.71M
Q1 2026
Net New Holders
-3
0 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased0
Sold out3
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 1.71M | $1.71M | +320.7K | Added |