SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS)

CUSIP: 808524623

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / ULTRA SHORT INCM
Total 13F shares
325,368
Share change
+325,368
Total reported value
$8,215,543
Price per share
$25.25
Number of holders
7
Value change
+$8,215,543
Number of buys
7

Quarterly Holders Quick Answers

What is CUSIP 808524623?
CUSIP 808524623 identifies SCUS - SCHWAB STRATEGIC TR - ULTRA SHORT INCM in SEC institutional holdings data.

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Institutional Holders of SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) as of Q3 2024

As of 30 Sep 2024, SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) was held by 7 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 325,368 shares. The largest 7 holders included CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, Sculati Wealth Management, LLC, Kingsview Wealth Management, LLC, WealthPLAN Partners, LLC, Colony Group, LLC, and Hummer Financial Advisory Services Inc. This page lists 7 institutional shareholders reporting positions in this security for the Q3 2024 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.