DOSSIER · 13F Holders · Q2 2026
SCOXX

SCHWAB TREASURY OBLIG MONEY ULTRA

2 institutions still hold SCHWAB TREASURY OBLIG MONEY ULTRA as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808515480·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5M
visible holders
Holders
2
filers reporting
Concentration
77.84%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported SCOXX in Q2 2026. Wealthspire Advisors, LLC leads at 77.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$4M4.1M0.02%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$1M1.2M0.27%Q2 2026