13FBOX
SCHWAB US TREASURY MONEY ULTRA · 13F Institutional Holdings
Options Calculator Rankings
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SCHWAB US TREASURY MONEY ULTRA

SUTXX
Institutions
4
Combined AUM (Q2 2026)
$48.3M
Combined Shares (Q2 2026)
55.7M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+41.0M
2 institutions added · 2 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-5.2M
2 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+35.7M
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$48.3M
Institutions
4
New Buys
2
Adds
0
Reduces
2
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Wealthspire Advisors, LLC
0.14%#4$24.9M24.9M$00+24.9MNew Buy
Vermillion Wealth Management, Inc.
3.76%#1$16.0M16.0M$00+16.0MNew Buy
Main Management LLC
0.4%<0.01%#2$5.9M11.9M$12,98213.0M-1.1M-8.58%Reduce
Coston, McIsaac & Partners
0.3%<0.01%#3$1.4M2.9M$7,0037.0M-4.1M-58.86%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow