4 institutions reported holding $55.7M of SCHWAB US TREASURY MONEY ULTRA (SUTXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($24.9M), Vermillion Wealth Management, Inc. ($16.0M), Main Management LLC ($11.9M), Coston, McIsaac & Partners ($2.9M). Source: SEC Form 13F.
| 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