Institutional Ownership
Schwab Strategic Tr
CUSIP 808524623ULTRA SHORT INCMSCUSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
25
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Kaizen Financial Strategies | 79.1K | $1.99M |
| 2 | Concurrent Investment Advisors, LLC | 70.4K | $1.77M |
| 3 | Integrity Advisory Solutions, LLC | 69.6K | $1.75M |
| 4 | Citadel Advisors LLC | 65.5K | $1.65M |
| 5 | Corient Private Wealth LLC | 63.6K | $1.60M |
| 6 | Mariner, LLC | 27.6K | $694.8K |
| 7 | January Capital Advisors LLC | 27.2K | $686.4K |
| 8 | Waverly Advisors, LLC | 26.4K | $664.2K |
| 9 | Wealthplan Investment Management, LLC | 25.3K | $636.6K |
| 10 | Hummer Financial Advisory Services Inc | 24.8K | $625.0K |