SUTXX — Schwab US Treasury Money Ultra Institutional Holders · Q2 2026
Who owns Schwab US Treasury Money Ultra (SUTXX)? 4 institutions reported holding $55.71M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealthspire Advisors, LLC ($24.9M), Vermillion Wealth Management, Inc. ($16.0M), Main Management LLC ($11.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $24.9M | 24.9M | New |
| 2 | Vermillion Wealth Management, Inc. | $16.0M | 16.0M | New |
| 3 | Main Management LLC | $11.9M | 11.9M | Trimmed |
| 4 | Coston, McIsaac & Partners | $2.9M | 2.9M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30