13F

Stock

Schwab Treasury Oblig Mo

Ticker not mapped · held by 5 managers

Reported value

$2.78M

Holders

5

+0 new · −2 exited

Holders’ est. mark

$36

Price effect on 4 books still in the name

Largest holder

$1.04M

Jackson Wealth Management, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Jackson Wealth Management, LLC1.04M$1.04M$36Cut−$106K
Garton & Associates Financial Advisors LLC852.6K$852.6K$0Added$60.3K
Westside Investment Management, Inc.537.3K$537.3K$0Cut−$66.4K
STONEBRIDGE CAPITAL MANAGEMENT INC342.9K$342.9KHeld
Main Management LLC131.9K$132−$0Added$23

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.