Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ULTRA SHORT INCM
-
Total 13F shares
-
367,649
-
Share change
-
-495,576
-
Total reported value
-
$9,259,687
-
Price per share
-
$25.19
-
Number of holders
-
15
-
Value change
-
-$12,483,816
-
Number of buys
-
7
-
Number of sells
-
9
Institutional Holders of SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) as of Q2 2025
As of 30 Jun 2025,
SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
367,649 shares.
The largest 10 holders included
Kingsview Wealth Management, LLC, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, Hummer Financial Advisory Services Inc, Sculati Wealth Management, LLC, Coastwise Capital Group, LLC, Mainstream Capital Management LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, WealthPLAN Partners, LLC, and TD Waterhouse Canada Inc..
This page lists
15
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.