SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / ULTRA SHORT INCM
Symbol
SCUS
Price per share
$25.25
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
491,422
Total reported value
$12,374,019
% of total 13F portfolios
0%
Share change
+209,595
Value change
+$5,276,508
Number of holders
20
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 20 institutional investors reported holding 491,422 shares of SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS).

Institutional Holders of SCHWAB STRATEGIC TR - ULTRA SHORT INCM (SCUS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 491,422 $12,374,019 +$5,276,508 $25.18 20
2025 Q3 281,827 $7,115,284 -$2,155,112 $25.25 19
2025 Q2 367,649 $9,259,687 -$12,483,815 $25.19 15
2025 Q1 863,225 $21,744,716 +$4,515,741 $25.19 15
2024 Q4 684,279 $17,188,979 +$7,742,180 $25.12 15
2024 Q3 325,368 $8,215,543 +$8,215,543 $25.25 7