SCHWAB US TREASURY MONEY-ULT (SUTXX) Institutional Ownership and Insiders Activity

SCHWAB US TREASURY MONEY-ULT (SUTXX) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $27.83M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Wealthspire Advisors, Llc is the largest disclosed holder, reporting approximately $24.94M in SUTXX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Wealthspire Advisors, Llc representing the majority of disclosed value.