Institutional Ownership
Schwab Treasury Oblig Money Inv
CUSIP 808515621MMNSNOXXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
5
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 1.04M | $1.04M |
| 2 | Garton & Associates Financial Advisors LLC | 852.6K | $852.6K |
| 3 | Westside Investment Management, Inc. | 537.3K | $537.3K |
| 4 | Stonebridge Capital Management Inc | 342.9K | $342.9K |
| 5 | Main Management LLC | 131.9K | $132 |