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Schwab Trsry OBL Mny-Ult (SCOXX)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealthspire Advisors, LLC
NEW
Shares4,099,478
Change+4,099,478
Value$4.1M
Filed 2026-08-11
Vermillion Wealth Management, Inc.
NEW
Shares1,167,379
Change+1,167,379
Value$1.2M
Filed 2026-07-16
Jackson Wealth Management, LLC
CLOSED
Shares0 from 1,707,933
Change-1,707,933 (-100%)
Value$0 (-$1.7M)
Filed 2026-08-20
Status
Wealthspire Advisors, LLC
NEW4,099,478—+4,099,478——$4.1M—2026-08-11
Vermillion Wealth Management, Inc.
NEW1,167,379—+1,167,379——$1.2M—2026-07-16
Jackson Wealth Management, LLC
CLOSED01,707,933-1,707,933-100%$1.7M$0-$1.7M2026-08-20
Showing 3 of 3 institutions