SCOXX — Schwab Treasury Oblig Money Ultra Institutional Holders · Q2 2026
Who owns Schwab Treasury Oblig Money Ultra (SCOXX)? 4 institutions reported holding $5.27M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealthspire Advisors, LLC ($4.1M), Vermillion Wealth Management, Inc. ($1.2M), Financial Gravity Companies, Inc. ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $4.1M | 4.1M | New |
| 2 | Vermillion Wealth Management, Inc. | $1.2M | 1.2M | New |
| 3 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
| 4 | Jackson Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30