Skip to content

SCUS SCHWAB STRATEGIC TR

Follow

ULTRA SHORT INCM (fund)

16 managers (16 13F filers) reported a position in SCUS shares at 2025-03-31, 863,225 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
16
13F filers
16
New
5
Added
6
Reduced
2
Sold out
5
Shares held by filers
863,225

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
High Note Wealth, LLC443,675$11.2M2.77%+199,03313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC102,443$2.58M<0.01%-4,99013F-HR/ATimelineGroup
Kingsview Wealth Management, LLC73,112$1.84M0.03%+10,04413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,499$1.52M<0.01%new13F-HRTimelineGroup
Sculati Wealth Management, LLC41,828$1.05M0.43%-25,55413F-HRTimeline
Hummer Financial Advisory Services Inc40,200$1.01M0.82%+25,80013F-HRTimeline
WealthPLAN Partners, LLC35,260$888K0.13%+9,03313F-HRTimeline
Coastwise Capital Group, LLC28,069$707K0.6%+4,59913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,598$368K<0.01%+1,62313F-HRTimeline
Mainstream Capital Management LLC10,350$261K0.21%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,020$202K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.2,385$59.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,064$52K0.01%new13F-HR/ATimeline
Costello Asset Management, INC692$17.4K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30$1K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.