SUTXX Institutional Ownership & Shareholders
SCHWAB US TREASURY MONEY-ULT (SUTXX) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wealthspire Advisors, Llc is currently the largest disclosed institutional shareholder of SUTXX tracked by InsiderSet, reporting ownership valued at approximately $24.94M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SUTXX value among the investors covered in this analysis. Major shareholders include Wealthspire Advisors, Llc, Coston, Mcisaac & Partners, Main Management Llc, and several other long-term asset managers with concentrated positions in SCHWAB US TREASURY MONEY-ULT (SUTXX).
This page ranks the largest institutional SUTXX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3
Total Reported Value
$27.83M
Largest Holder
Wealthspire Advisors, Llc
Largest Position
$24.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, Llc | 0.14% | 24,941,666 | $24,941,666 | — | — | — | |
| Coston, Mcisaac & Partners | 0.58% | 2,880,855 | $2,880,000 | — | — | — | |
| Main Management Llc | 0.80% | 11,868,026 | $11,868 | — | — | — |
Frequently asked questions about SUTXX
Who are the largest institutional holders of SUTXX?
The largest institutional holders of SUTXX reported in the latest SEC Form 13F filings include Wealthspire Advisors, Llc, Coston, Mcisaac & Partners, and Main Management Llc. InsiderSet ranks institutional holders by their latest reported SUTXX position.
What is SUTXX institutional ownership?
This page tracks SUTXX positions reported by institutional investment managers through SEC Form 13F. SCHWAB US TREASURY MONEY-ULT (SUTXX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SUTXX?
InsiderSet currently tracks 3 institutional managers reporting SUTXX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SUTXX shareholders.
How much SUTXX stock do institutions own?
Institutional investment managers disclosed approximately $27.83M in SUTXX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SUTXX institutional ownership last updated?
The latest SUTXX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SUTXX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SUTXX position after the reporting date.
Are institutions buying or selling SUTXX?
Institutional buying and selling can be analyzed by comparing SUTXX positions across consecutive 13F reporting periods. InsiderSet's SUTXX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SUTXX ownership changes.
How has SUTXX institutional ownership changed over time?
InsiderSet tracks SUTXX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.