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 |
|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services | 17M | $17M | 100% | Dec 2025 |
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| Main Management | 13M | $13M | -10% | Dec 2025 |
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| Coston, McIsaac & Partners | 6.8M | $6.8M | 11% | Dec 2025 |
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| RFP Financial Group | 2.0M | $2.0M | 100% | Dec 2025 |
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Who sold out of Schwab US Treasury Money Fund;Ultra?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vermillion Wealth Management | Sep 2025 | 2.6M | $2.6M |
| Hurley Capital | Sep 2025 | 2.2M | $2.2M |