13FBOX
SCHWAB TREASURY OBLIG MONEY ULTRA · 13F Institutional Holdings
Options Calculator Rankings
S

SCHWAB TREASURY OBLIG MONEY ULTRA

SCOXX
Institutions
3
Combined AUM (Q2 2026)
$7.0M
Combined Shares (Q2 2026)
7.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5.3M
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+5.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.0M
Institutions
3
New Buys
2
Adds
0
Reduces
0
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Wealthspire Advisors, LLC
0.02%#3$4.1M4.1M$00+4.1MNew Buy
Jackson Wealth Management, LLC
0.18%0.18%#2$1.7M1.7M$1.7M1.7M00.00%Unchanged
Vermillion Wealth Management, Inc.
0.27%#1$1.2M1.2M$00+1.2MNew Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow