SCOXX Mutual Fund
SCOXX Mutual Fund
SCOXX Mutual Fund
Schwab Treasury Obligations Money Fund Class Ultra Shares
SCOXX Mutual Fund Overview
SCOXX Mutual Fund (Schwab Treasury Obligations Money Fund Class Ultra Shares) is managed by Charles Schwab Asset Management with $35.68B in net assets. SCOXX expense ratio is 0.19%, holding 84 positions across sectors including Financials. Inception date: 2020-09-24.
SCOXX performance shows a YTD return of 2.68%. The 1-year return is 3.31% and the 5-year return is 3.68%. SCOXX dividend yield stands at 3.26%, paid monthly.
SCOXX top holdings include JP MORGAN SECURITIES LLC 3.88% 2026-10-01 (8.2%), CITIGROUP GLOBAL MARKETS INC 3.91% 2026-10-05 (6.8%), FICC JPMORGAN CHASE & CO 3.88% 2026-10-01 (6.7%), FICC STATE STREET BANK AND TRUST CO 3.88% 2026-10-01 (6.5%), Treasury Floating Rate Note 4.34% Jan 31, 2027 (4.2%). Go to all SCOXX holdings, SCOXX sectors, or SCOXX dividends.
SCOXX can be compared against other funds. Use SCOXX overlap to find shared positions, or SCOXX vs another fund for a side-by-side view. SCOXX alternatives are available via the screener, along with tax-loss harvesting opportunities.