Institutional Ownership
Schwab Strategic Tr
CUSIP 808524623ULTRA SHORT INCMSCUSQ1 2026
Institutional Holders
25
13F filers
Shares Held
1.84M
Aggregate institutional
Institutional Value
$15.55M
Q1 2026
Net New Holders
+4
8 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased6
Decreased3
Sold out4
Institutional Holders
25 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kaizen Financial Strategies | 79.1K | $1.99M | +79.1K | New |
| 2 | Concurrent Investment Advisors, LLC | 70.4K | $1.77M | −10.9K | Reduced |
| 3 | Integrity Advisory Solutions, LLC | 69.6K | $1.75M | +69.6K | New |
| 4 | Citadel Advisors LLC | 65.5K | $1.65M | +8.1K | Added |
| 5 | Corient Private Wealth LLC | 63.6K | $1.60M | +63.6K | New |
| 6 | Mariner, LLC | 27.6K | $694.8K | +27.6K | New |
| 7 | January Capital Advisors LLC | 27.2K | $686.4K | +27.2K | First Filing |
| 8 | Waverly Advisors, LLC | 26.4K | $664.2K | +3.1K | Added |
| 9 | Wealthplan Investment Management, LLC | 25.3K | $636.6K | +25.3K | New |
| 10 | Hummer Financial Advisory Services Inc | 24.8K | $625.0K | 0 | Held |
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