SCOXX SCHWAB TRSRY OBL MNY-ULT
FollowSHS (fund)
4 managers (4 13F filers) reported a position in SCOXX shares at 2025-12-31, 6,119,560 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 0
- Added
- 1
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 6,119,560
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 |
|---|---|---|---|---|---|
| Financially Speaking Inc | 2,496,289 | $2.5M | 1.62% | -11,745 | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 2,236,011 | $2.24M | 0.43% | +16,662 | 13F-HRTimelineGroup |
| Jackson Wealth Management, LLC | 1,387,259 | $1.39M | 0.14% | -103,194 | 13F-HRTimeline |
| Kohmann Bosshard Financial Services, LLC | 1 | $1 | <0.01% | -254,797 | 13F-HRTimeline |