SCOXX SCHWAB TRSRY OBL MNY-ULT
FollowSHS (fund)
4 managers (4 13F filers) reported a position in SCOXX shares at 2025-03-31, 10,146,903 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 1
- Added
- 1
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 10,146,903
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| eCIO, Inc. | 5,102,029 | $5.1M | 1.71% | 13F-HRTimeline | |
| Financially Speaking Inc | 2,673,318 | $2.67M | 1.97% | -8,506 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 1,253,751 | $1.25M | 0.15% | +4,355 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 1,117,805 | $1.12M | 0.33% | new | 13F-HRTimeline |