CUSIP 808515621
SCHWAB TREASURY OBLIG MO
21 institutions · $59.2M total · 61,797,874 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | KANAWHA CAPITAL MANAGEMENT LLC | 26,308,049 | $26.3M | 42.57% | 2024-09-30 |
| 2 | Financially Speaking Inc | 16,847,528 | $16.8M | 27.26% | 2025-12-31 |
| 3 | Vermillion Wealth Management, Inc. | 4,380,889 | $4.4M | 7.08% | 2025-09-30 |
| 4 | MFA Wealth Advisors, LLC | 4,307,184 | $4.3M | 6.96% | 2024-09-30 |
| 5 | eCIO, Inc. | 2,197,190 | $2.2M | 3.55% | 2025-09-30 |
| 6 | Jackson Wealth Management, LLC | 1,150,304 | $1.1M | 1.86% | 2025-12-31 |
| 7 | Anderson Financial Strategies, LLC | 923,080 | $923.1K | 1.49% | 2024-12-31 |
| 8 | Westside Investment Management, Inc. | 603,709 | $603.7K | 0.97% | 2025-12-31 |
| 9 | Garton & Associates Financial Advisors LLC | 539,331 | $539.3K | 0.87% | 2025-12-31 |
| 10 | TWIN CAPITAL MANAGEMENT INC | 518,125 | $518.1K | 0.83% | 2025-03-31 |
| 11 | Kohmann Bosshard Financial Services, LLC | 475,776 | $475.8K | 0.76% | 2025-12-31 |
| 12 | ORG Partners LLC | 300,000 | $300.0K | 0.48% | 2023-12-31 |
| 13 | Cullen Capital Management, LLC | 187,917 | $187.9K | 0.30% | 2023-09-30 |
| 14 | CONGRESS ASSET MANAGEMENT CO /MA | 184,631 | $184.6K | 0.29% | 2025-09-30 |
| 15 | RFP Financial Group LLC | 164,815 | $164.8K | 0.26% | 2024-09-30 |
| 16 | Strategic Investment Solutions, Inc. /IL | 56,166 | $56.2K | 0.09% | 2023-09-30 |
| 17 | Fairfield Financial Advisors, LTD | 3,695 | $3.7K | 0.00% | 2024-12-31 |
| 18 | STONEBRIDGE CAPITAL MANAGEMENT INC | 2,333,140 | $2.3K | 3.77% | 2025-06-30 |
| 19 | SANDER CAPITAL ADVISORS INC | 1,888 | $1.9K | 0.00% | 2023-06-30 |
| 20 | DIVIDEND ASSETS CAPITAL, LLC | 205,606 | $206 | 0.33% | 2023-12-31 |
| 21 | Main Management LLC | 108,851 | $109 | 0.17% | 2025-12-31 |