SCOXX SCHWAB TRSRY OBL MNY-ULT
FollowSHS (fund)
6 managers (6 13F filers) reported a position in SCOXX shares at 2025-09-30, 15,355,649 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 15,355,649
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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. | 7,744,512 | $7.74M | 2.89% | +2,783,226 | 13F-HRTimeline |
| Financially Speaking Inc | 2,508,034 | $2.51M | 1.65% | -9,939 | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 2,219,349 | $2.22M | 0.44% | 13F-HRTimelineGroup | |
| Jackson Wealth Management, LLC | 1,490,453 | $1.49M | 0.15% | +223,574 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 1,138,503 | $1.14M | 0.31% | new | 13F-HRTimeline |
| Kohmann Bosshard Financial Services, LLC | 254,798 | $255K | 0.03% | new | 13F-HRTimeline |