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Schwab US Treasury Money Ultra
Q2 2026 vs Q3 2026
Comparing institutional holders between quarters
Quarters
Q3 2026
Q2 2026
Q1 2026
Q4 2025
Q3 2025
All
Compare
Detailed
Historical
Funds
Options
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
0
New
1
Closed
0
Increased
1
Decreased
0
Unchanged
2
No Data
Sort by
Q3 2026 shares — high to low
Q3 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q3 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Coston, McIsaac & Partners
DECREASED
Shares
2,821,406
from 2,880,855
Change
-59,449
(-2%)
Value
$2.8M
(+$2.8M)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares
0
from 16,021,155
Change
-16,021,155
(-100%)
Value
$0
(-$16.0M)
Filed 2026-10-26
Wealthspire Advisors, LLC
N/A
Shares
—
from 24,941,666
Change
-24,941,666
(-100%)
Value
—
Main Management LLC
N/A
Shares
—
from 11,868,026
Change
-11,868,026
(-100%)
Value
—
Institution
Status
Q3 2026 ↓
Q2 2026
Change
% Change
Q2 2026 Value
Q3 2026 Value
Value Change
Filed
Coston, McIsaac & Partners
DECREASED
2,821,406
2,880,855
-59,449
-2%
$2.9K
$2.8M
+$2.8M
2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
0
16,021,155
-16,021,155
-100%
$16.0M
$0
-$16.0M
2026-10-26
Wealthspire Advisors, LLC
N/A
—
24,941,666
-24,941,666
-100%
$24.9M
—
—
—
Main Management LLC
N/A
—
11,868,026
-11,868,026
-100%
$11.9K
—
—
—
Showing 4 of 4 institutions