4 institutions reported holding $1.7M of SCHWAB TREASURY OBLIG MONEY ULTRA (SCOXX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Jackson Wealth Management, LLC ($1.7M), Financial Gravity Asset Management, Inc. ($0), Financially Speaking Inc ($0), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | $1.7M | 1.7M | Added |
| 2 | Financial Gravity Asset Management, Inc. | $0 | 0 | Exited |
| 3 | Financially Speaking Inc | $0 | 0 | Exited |
| 4 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31