Who owns Schwab US Treasury Money Fund;Ultra?
- Ticker: SUTXX
- CUSIP Number: 808515472
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab US Treasury Money Fund;Ultra with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab US Treasury Money Fund;Ultra this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Main Management | 46M | $46M | 100% | Mar 2024 |
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Tucker Asset Management | 2.7M | $2.7M | 100% | Dec 2023 |
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Encompass Wealth Advisors | 1.2M | $1.2M | -32% | Mar 2024 |
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Who sold out of Schwab US Treasury Money Fund;Ultra?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Main Street Group | Dec 2023 | 3.7M | $3.7M |