SCTXXSCHWAB AMT TAX-FREE MONEY ULTRA
CUSIP 808515530 · Yahoo Finance ↗ · Google Finance ↗
Schwab Amt Tax-Free Money Ultra (SCTXX) has 2 institutional holders in Filings Flow’s 13F database, together reporting 4.07M shares worth $4M as of Q1 2025. The largest reported holders are Wms Partners, LLC, Ausdal Financial Partners, Inc., and Integrated Investment Consultants, LLC.
Institutional Holders
2
Q1 2025
Reported Value
$4M
Ticker
SCTXX
Quarters Tracked
13
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Red Mountain Financial, LLC$106M AUM | 13.73% | $13M | 12.77M | Q4 2024OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 4.39% | $10M | 10.23M | Q3 2024OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 3.96% | $18M | 18.20M | Q3 2024OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 3.10% | $30M | 29.86M | Q3 2024OLDER |
| Rappaport Reiches Capital Management, LLC$400M AUM | 2.77% | $10M | 10.41M | Q3 2024OLDER |
| HWG Holdings LP$385M AUM | 1.84% | $5M | 5.35M | Q3 2024OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 1.82% | $8M | 8.01M | Q3 2024OLDER |
| Advisor OS, LLC$1.4B AUM | 1.65% | $17M | 16.54M | Q3 2024OLDER |
| Partnership Wealth Management, LLC$131M AUM | 1.55% | $2M | 1.87M | Q4 2024OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 1.26% | $14M | 14.19M | Q3 2024OLDER |
| CMG Global Holdings, LLC$210M AUM | 1.26% | $2M | 2.23M | Q3 2024OLDER |
| Disciplined Investments, LLC$279M AUM | 1.25% | $3M | 2.52M | Q3 2024OLDER |
| Cassady Schiller Wealth Management, LLC$273M AUM | 1.24% | $3M | 3.38M | Q4 2024OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 1.17% | $4M | 4.00M | Q1 2025 |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 0.93% | $2M | 1.93M | Q3 2024OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.78% | $2M | 1.99M | Q4 2024OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.71% | $2M | 1.99M | Q3 2024OLDER |
| Opes Wealth Management LLC$609M AUM | 0.70% | $4M | 3.62M | Q3 2024OLDER |
| Aurora Private Wealth, Inc.$140M AUM | 0.68% | $913,000 | 913.1K | Q4 2024OLDER |
| 9258 Wealth Management, LLC$677M AUM | 0.56% | $4M | 3.79M | Q3 2024OLDER |
| Keebeck Wealth Management$889M AUM | 0.54% | $4M | 3.73M | Q3 2024OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 0.54% | $1M | 1.10M | Q3 2024OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.51% | $8M | 8.37M | Q3 2024OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.50% | $7M | 6.94M | Q3 2024OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.49% | $1M | 1.15M | Q3 2024OLDER |
| Copperwynd Financial, LLC$401M AUM | 0.48% | $2M | 1.60M | Q3 2024OLDER |
| BetterWealth, LLC$510M AUM | 0.48% | $2M | 1.61M | Q3 2024OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 0.43% | $1M | 1.48M | Q3 2024OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.42% | $564,164 | 564.2K | Q4 2024OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.41% | $4M | 4.30M | Q4 2024OLDER |
| Verum Partners LLC$527M AUM | 0.41% | $1M | 1.39M | Q3 2024OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.37% | $844,000 | 844.1K | Q3 2024OLDER |
| Syntrinsic LLC$301M AUM | 0.34% | $1M | 1.02M | Q3 2024OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.30% | $14M | 13.97M | Q3 2024OLDER |
| McBroom & Associates, LLC$180M AUM | 0.30% | $532,437 | 532.4K | Q4 2024OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.26% | $5M | 4.88M | Q3 2024OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.25% | $2M | 1.75M | Q3 2024OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.21% | $6M | 6.04M | Q2 2024OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.19% | $18M | 18.09M | Q3 2024OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.18% | $4M | 3.86M | Q3 2024OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.16% | $2M | 2.06M | Q3 2024OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.14% | $3M | 2.60M | Q3 2024OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.13% | $6M | 6.06M | Q3 2024OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.11% | $324,883 | 324.9K | Q3 2024OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.09% | $1M | 1.03M | Q2 2024OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.09% | $14M | 13.82M | Q3 2024OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $2M | 1.68M | Q3 2024OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.07% | $542,000 | 542.1K | Q3 2024OLDER |
| Mirador Capital Partners LP$817M AUM | 0.07% | $374,155 | 374.2K | Q3 2024OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $1M | 1.04M | Q4 2024OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.06% | $3M | 2.61M | Q3 2024OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.06% | $373,241 | 373.2K | Q3 2024OLDER |
| McAdam, LLC$2.2B AUM | 0.06% | $1M | 1.07M | Q3 2024OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.05% | $679,444 | 679.4K | Q3 2024OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $1M | 1.40M | Q4 2024OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.05% | $3M | 3.05M | Q3 2024OLDER |
| World Investment Advisors$6.2B AUM | 0.04% | $1M | 1.43M | Q3 2024OLDER |
| CWM, LLC$38.1B AUM | 0.04% | $10M | 10.00M | Q3 2024OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.04% | $11M | 11.07M | Q2 2024OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 1.61M | Q3 2024OLDER |
| SFMG, LLC$1.5B AUM | 0.03% | $400,806 | 400.8K | Q3 2024OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.03% | $1M | 1.26M | Q2 2024OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.03% | $659,700 | 659.7K | Q3 2024OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.03% | $18M | 18.15M | Q3 2024OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $10M | 10.23M | Q3 2024OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $1M | 1.41M | Q3 2024OLDER |
| JRM Investment Counsel, LLC$375M AUM | 0.02% | $45,843 | 45.8K | Q2 2024OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.01% | $200,000 | 200.0K | Q4 2024OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.01% | $45,000 | 45.0K | Q3 2024OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $794,697 | 794.7K | Q3 2024OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.01% | $18,295 | 18.3K | Q3 2024OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.01% | $31,811 | 31.8K | Q3 2024OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $3M | 2.60M | Q3 2024OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $3M | 3.16M | Q3 2024OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.00% | $375,258 | 375.3K | Q3 2024OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 4.35M | Q3 2024OLDER |
| Harbor Group, Inc.$692M AUM | 0.00% | $17,463 | 17.5K | Q3 2024OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 1.16M | Q3 2024OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.00% | $27,354 | 27.4K | Q3 2024OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $72,208 | 72.2K | Q1 2025 |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $30,000 | 30.0K | Q3 2024OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $571,636 | 571.6K | Q3 2024OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $150,000 | 150.0K | Q3 2024OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.