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SCUS SCHWAB STRATEGIC TR

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ULTRA SHORT INCM (fund)

25 managers (25 13F filers) reported a position in SCUS shares at 2026-03-31, 1,838,410 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
25
13F filers
25
New
7
Added
7
Reduced
3
Sold out
4
Shares held by filers
1,838,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cambridge Investment Research Advisors,…1,222,562$30.8M0.08%new13F-HRTimeline
Kaizen Financial Strategies79,122$1.99M0.84%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…70,434$1.77M0.02%-10,89213F-HRTimelineGroup
Integrity Advisory Solutions, LLC69,618$1.75M0.23%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,489$1.65M<0.01%+8,14713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP63,650$1.6M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC27,572$695K<0.01%new13F-HRTimelineGroup
January Capital Advisors LLC27,238$686K0.93%13F-HRTimeline
Waverly Advisors, LLC26,356$664K<0.01%+3,07913F-HRTimeline
WealthPlan Investment Management, LLC25,262$637K0.04%new13F-HRTimeline
Hummer Financial Advisory Services Inc24,800$625K0.44%013F-HRTimeline
Savvy Advisors, Inc.22,678$571K0.02%+5,18113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,829$550K<0.01%+3,67913F-HRTimelineGroup
Coastwise Capital Group, LLC20,903$527K0.29%-3,19613F-HRTimeline
Mainstream Capital Management LLC19,483$491K0.33%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,538$416K<0.01%+1,31513F-HRTimeline
Sculati Wealth Management, LLC13,891$350K0.13%-51113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,417$338K0.04%+1,65613F-HRTimeline
TD Waterhouse Canada Inc.2,385$59.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,064$52K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,826$46K0.01%013F-HRTimelineGroup
Costello Asset Management, INC695$17.5K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.497$12.5K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC100$2.52K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$17<0.01%+113F-HR/ATimelineGroup