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SCUS SCHWAB STRATEGIC TR

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ULTRA SHORT INCM (fund)

19 managers (19 13F filers) reported a position in SCUS shares at 2025-09-30, 281,827 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
19
13F filers
19
New
8
Added
1
Reduced
5
Sold out
4
Shares held by filers
281,827

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…83,283$2.1M0.04%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC42,347$1.07M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,819$879K<0.01%-9,23913F-HRTimelineGroup
Hummer Financial Advisory Services Inc24,800$626K0.46%-13,00013F-HRTimeline
Coastwise Capital Group, LLC24,448$617K0.43%-95313F-HRTimeline
Mainstream Capital Management LLC19,483$492K0.33%013F-HRTimeline
Sculati Wealth Management, LLC15,676$396K0.14%-12,76313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,232$383K<0.01%+64313F-HRTimeline
Savvy Advisors, Inc.11,079$280K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.2,385$60K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,104$53.1K0.02%new13F-HRTimelineGroup
Golden State Wealth Management, LLC2,064$52.1K0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,000$50.5K<0.01%013F-HRTimeline
Costello Asset Management, INC692$17.5K0.01%-2513F-HRTimeline
Global Trust Asset Management, LLC500$12.6K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.497$12.5K<0.01%new13F-HRTimeline
Advisory Services Network, LLC397$10K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC20$1K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$21<0.01%013F-HRTimelineGroup