Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / ULTRA SHORT INCM
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Number of holders
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19
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Total 13F shares, excl. options
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282K
-
Shares change
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-85.8K
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Total reported value, excl. options
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$7.12M
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Value change
-
-$2.16M
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Number of buys
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9
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Number of sells
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-9
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Price
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$25.25
Significant Holders of SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) as of Q3 2025
23 filings reported holding SCUS - SCHWAB STRATEGIC TR - ULTRA SHORT INCM as of Q3 2025.
SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 282K shares
.
Largest 10 shareholders include Concurrent Investment Advisors, LLC (83.3K shares), GOLDMAN SACHS GROUP INC (42.3K shares), JANE STREET GROUP, LLC (34.8K shares), Hummer Financial Advisory Services Inc (24.8K shares), Coastwise Capital Group, LLC (24.4K shares), Mainstream Capital Management LLC (19.5K shares), Sculati Wealth Management, LLC (15.7K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (15.2K shares), Savvy Advisors, Inc. (11.1K shares), and TD Waterhouse Canada Inc. (2.39K shares).
This table shows the top 19 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.