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SCUS SCHWAB STRATEGIC TR

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ULTRA SHORT INCM (fund)

16 managers (16 13F filers) reported a position in SCUS shares at 2025-06-30, 367,649 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
16
13F filers
16
New
3
Added
4
Reduced
6
Sold out
3
Shares held by filers
367,649

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Kingsview Wealth Management, LLC90,055$2.27M0.04%+16,94313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC87,694$2.21M<0.01%+27,19513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,058$1.11M<0.01%-58,38513F-HRTimelineGroup
Hummer Financial Advisory Services Inc37,800$952K0.72%-2,40013F-HRTimeline
Sculati Wealth Management, LLC28,439$716K0.27%-13,38913F-HRTimeline
Coastwise Capital Group, LLC25,401$640K0.51%-2,66813F-HRTimeline
Mainstream Capital Management LLC19,483$491K0.36%+9,13313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,589$366K<0.01%-913F-HRTimeline
WealthPLAN Partners, LLC11,992$302K0.05%-23,26813F-HRTimeline
TD Waterhouse Canada Inc.2,385$59.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,064$52K0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,000$50.4K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG971$24.5K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC717$18.1K0.01%+2513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$24<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.