CUSIP 808515480
SCHWAB TREASURY OBLIG MONEY ULTRA
11 institutions · $44.4M total · 46,453,128 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | KANAWHA CAPITAL MANAGEMENT LLC | 19,665,800 | $19.7M | 42.33% | 2024-09-30 |
| 2 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 8,690,235 | $8.7M | 18.70% | 2024-09-30 |
| 3 | eCIO, Inc. | 7,744,512 | $7.7M | 16.67% | 2025-09-30 |
| 4 | Financially Speaking Inc | 2,496,289 | $2.5M | 5.37% | 2025-12-31 |
| 5 | Financial Gravity Asset Management, Inc. | 2,236,011 | $2.2M | 4.81% | 2025-12-31 |
| 6 | Jackson Wealth Management, LLC | 1,387,259 | $1.4M | 2.98% | 2025-12-31 |
| 7 | Vermillion Wealth Management, Inc. | 1,138,503 | $1.1M | 2.45% | 2025-09-30 |
| 8 | Financial Gravity Companies, Inc. | 1,000,115 | $1.0M | 2.15% | 2025-06-30 |
| 9 | Main Management LLC | 1,642,625 | $1.6K | 3.53% | 2024-06-30 |
| 10 | DIVIDEND ASSETS CAPITAL, LLC | 451,778 | $452 | 0.97% | 2023-12-31 |
| 11 | Kohmann Bosshard Financial Services, LLC | 1 | $1 | 0.00% | 2025-12-31 |