Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
-
Equity / ULTRA SHORT INCM
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Number of holders
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15
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Total 13F shares, excl. options
-
684,279
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Shares change
-
+308,911
-
Total reported value, excl. options
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$17,188,979
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Value change
-
+$7,742,180
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Number of buys
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12
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Number of sells
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1
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Price
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$25.12
Institutional Holders of SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) as of Q4 2024
As of 31 Dec 2024 SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) had 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 684,279 shares of stock of the company.
Largest 10 holders included High Note Wealth, LLC, JANE STREET GROUP, LLC, Sculati Wealth Management, LLC, Kingsview Wealth Management, LLC, INTREPID FAMILY OFFICE LLC, GOLDMAN SACHS GROUP INC, WealthPLAN Partners, LLC, Coastwise Capital Group, LLC, Focus Partners Wealth, and Hummer Financial Advisory Services Inc.
This table shows 15 institutional shareholders of the security as of 31 Dec 2024.
| 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.