CUSIP 808515472
SCHWAB US TREASURY MONEY ULTRA
11 institutions · $30.4M total · 49,692,654 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Kohmann Bosshard Financial Services, LLC | 17,025,680 | $17.0M | 34.26% | 2025-12-31 |
| 2 | Vermillion Wealth Management, Inc. | 2,606,380 | $2.6M | 5.24% | 2025-09-30 |
| 3 | TUCKER ASSET MANAGEMENT LLC | 2,217,846 | $2.2M | 4.46% | 2024-12-31 |
| 4 | Hurley Capital, LLC | 2,200,201 | $2.2M | 4.42% | 2025-09-30 |
| 5 | RFP Financial Group LLC | 2,033,131 | $2.0M | 4.09% | 2025-12-31 |
| 6 | SHAPIRO CAPITAL MANAGEMENT LLC | 1,665,233 | $1.7M | 3.35% | 2023-12-31 |
| 7 | ENCOMPASS WEALTH ADVISORS, LLC | 922,686 | $922.7K | 1.85% | 2024-09-30 |
| 8 | eCIO, Inc. | 918,973 | $919.0K | 1.84% | 2025-09-30 |
| 9 | KANAWHA CAPITAL MANAGEMENT LLC | 815,964 | $816.0K | 1.64% | 2024-09-30 |
| 10 | Main Management LLC | 12,494,243 | $12.5K | 25.14% | 2025-12-31 |
| 11 | Coston, McIsaac & Partners | 6,792,317 | $6.8K | 13.66% | 2025-12-31 |