Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / ULTRA SHORT INCM
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Number of holders
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7
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Total 13F shares, excl. options
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325K
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Shares change
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+325K
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Total reported value, excl. options
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$8.22M
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Value change
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+$8.22M
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Number of buys
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7
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Price
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$25.25
Significant Holders of SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) as of Q3 2024
7 filings reported holding SCUS - SCHWAB STRATEGIC TR - ULTRA SHORT INCM as of Q3 2024.
SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 325K shares
.
Largest 7 shareholders include CITADEL ADVISORS LLC (135K shares), JANE STREET GROUP, LLC (50.9K shares), Sculati Wealth Management, LLC (50.8K shares), Kingsview Wealth Management, LLC (34K shares), WealthPLAN Partners, LLC (20.8K shares), Colony Group, LLC (19.4K shares), and Hummer Financial Advisory Services Inc (14.4K shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.