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SCUS SCHWAB STRATEGIC TR

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ULTRA SHORT INCM (fund)

31 managers (31 13F filers) reported a position in SCUS shares at 2026-06-30, 4,449,006 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
31
13F filers
31
New
8
Added
9
Reduced
8
Sold out
1
Shares held by filers
4,449,006

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cambridge Investment Research Advisors,…1,037,220$26.1M0.06%-185,34213F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC272,901$6.87M<0.01%+207,41213F-HRTimelineGroup
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…2,560,979$2.56M1.43%new13F-HRTimeline
Integrity Advisory Solutions, LLC89,567$2.25M0.23%+19,94913F-HRTimeline
Savvy Advisors, Inc.57,581$1.45M0.03%+34,90313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,919$1.28M0.01%-19,51513F-HRTimelineGroup
Kaizen Financial Strategies42,874$1.08M0.43%-36,24813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,115$1.06M<0.01%+20,28613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC33,097$833K<0.01%+5,52513F-HRTimelineGroup
WealthPlan Investment Management, LLC32,022$806K0.04%+6,76013F-HRTimeline
Waverly Advisors, LLC26,490$667K<0.01%+13413F-HRTimeline
Hummer Financial Advisory Services Inc24,800$624K0.41%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,733$597K<0.01%new13F-HRTimelineGroup
Coastwise Capital Group, LLC20,810$524K0.3%-9313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.16,294$410K0.04%+2,87713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,038$403K<0.01%-50013F-HRTimeline
Mainstream Capital Management LLC14,441$364K0.22%-5,04213F-HRTimeline
January Capital Advisors LLC13,741$346K0.29%-13,49713F-HRTimeline
HRT FINANCIAL LP13,722$345K<0.01%new13F-HRTimeline
Sculati Wealth Management, LLC12,790$322K0.11%-1,10113F-HRTimeline
AUCTUS ADVISORS LLC11,928$300K0.25%new13F-HRTimeline
EQUITABLE TRUST CO10,000$252K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,994$252K<0.01%new13F-HRTimelineGroup
Mann Financial Group, Inc.9,000$227K0.19%new13F-HRTimeline
TD Waterhouse Canada Inc.2,385$59.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,064$52K<0.01%013F-HRTimeline
Costello Asset Management, INC695$17.5K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.497$12.5K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC207$5.21K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC101$2.54K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$24<0.01%013F-HRTimelineGroup