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SUTXX SCHWAB US TREASURY MONEY-ULT

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SUTXX (fund)

5 managers (5 13F filers) reported a position in SUTXX shares at 2024-09-30, 59,351,315 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
5
13F filers
5
New
1
Added
3
Reduced
1
Sold out
0
Shares held by filers
59,351,315

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 2024

Filers in the available 13F reports with a share position at 2024-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Main Management LLCin group Main Management ETF Advisors,…54,003,939$54M4.44%-906,85213F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC2,217,846$2.22M0.51%+28,12813F-HRTimeline
RFP Financial Group LLC1,390,880$1.39M0.45%+279,71413F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC922,686$923K0.23%+11,70213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC815,964$816K0.06%new13F-HRTimeline