SCHWAB STRATEGIC TR ULTRA SHORT INCM is a security (CUSIP 808524623) tracked across SEC portfolio filings. 30 institutional managers reported $16.4M on Form 13F as of 2026-06-30.
Showing 15 of 30 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Integrity Advisory Solutions, LLC | DALLAS, TX | $2.3M | 89,567 |
| CITADEL ADVISORS LLC | MIAMI, FL | $1.7M | 65,489 |
| Corient Private Wealth LLC | Miami, FL | $1.6M | 63,650 |
| Savvy Advisors, Inc. | NEW YORK, NY | $1.4M | 57,581 |
| Concurrent Investment Advisors, LLC | Tampa, FL | $1.3M | 50,919 |
| Kaizen Financial Strategies | CAMPBELL, CA | $1.1M | 42,874 |
| WealthPlan Investment Management, LLC | OMAHA, NE | $806K | 32,022 |
| Mariner, LLC | Overland Park, KS | $695K | 27,572 |
| January Capital Advisors LLC | SAN FRANCISCO, CA | $686K | 27,238 |
| Waverly Advisors, LLC | BIRMINGHAM, AL | $664K | 26,356 |
| Hummer Financial Advisory Services Inc | Chicago, IL | $624K | 24,800 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $550K | 21,829 |
| Coastwise Capital Group, LLC | LA JOLLA, CA | $524K | 20,810 |
| JAMES INVESTMENT RESEARCH, INC. | ALPHA, OH | $410K | 16,294 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $403K | 16,038 |