Institutional Ownership
Schwab Treasury Oblig Money Inv
CUSIP 808515621MMNSNOXXQ1 2026
Institutional Holders
5
13F filers
Shares Held
2.91M
Aggregate institutional
Institutional Value
$2.78M
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased3
Sold out2
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 1.04M | $1.04M | −106.1K | Reduced |
| 2 | Garton & Associates Financial Advisors LLC | 852.6K | $852.6K | +60.3K | Added |
| 3 | Westside Investment Management, Inc. | 537.3K | $537.3K | −66.4K | Reduced |
| 4 | Stonebridge Capital Management Inc | 342.9K | $342.9K | −1.99M | Reduced |
| 5 | Main Management LLC | 131.9K | $132 | +23.0K | Added |