Encompass Wealth Advisors »

Schwab US Treasury Money Fund;Ultra shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Schwab US Treasury Money Fund;Ultra (SUTXX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Schwab US Treasury Money Fund;Ultra

Tip: Access up to 7 years of quarterly data

All positions including Schwab US Treasury Money Fund;Ultra held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab US Treasury Money Fund;Ultra by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $923k 923k 1.00
2024-06-30 $911k 911k 1.00
2024-03-31 $1.2M 1.2M 1.00
2023-09-30 $1.7M 1.7M 1.00
2023-06-30 $1.7M 1.7M 1.00
2023-03-31 $1.8M 1.8M 1.00

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Schwab US Treasury Money Fund;Ultra

Main Management
Tucker Asset Management
RFP Financial Group
Encompass Wealth Advisors
Kanawha Capital Management

View all funds holding Schwab US Treasury Money Fund;Ultra