# SCHWAB STRATEGIC TR ULTRA SHORT INCM

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.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: ULTRA SHORT INCM
- CUSIP: 808524623
- 13F holders: 30
- 13F value: $16.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 30 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Integrity Advisory Solutions, LLC](https://search.stillhousedata.com/firm/288817) | DALLAS, TX | $2.3M | 89,567 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $1.7M | 65,489 |
| [Corient Private Wealth LLC](https://search.stillhousedata.com/firm/319448) | Miami, FL | $1.6M | 63,650 |
| [Savvy Advisors, Inc.](https://search.stillhousedata.com/firm/318493) | NEW YORK, NY | $1.4M | 57,581 |
| [Concurrent Investment Advisors, LLC](https://search.stillhousedata.com/firm/323135) | Tampa, FL | $1.3M | 50,919 |
| Kaizen Financial Strategies | CAMPBELL, CA | $1.1M | 42,874 |
| [WealthPlan Investment Management, LLC](https://search.stillhousedata.com/firm/311364) | OMAHA, NE | $806K | 32,022 |
| Mariner, LLC | Overland Park, KS | $695K | 27,572 |
| [January Capital Advisors LLC](https://search.stillhousedata.com/firm/177514) | SAN FRANCISCO, CA | $686K | 27,238 |
| [Waverly Advisors, LLC](https://search.stillhousedata.com/firm/115332) | BIRMINGHAM, AL | $664K | 26,356 |
| [Hummer Financial Advisory Services Inc](https://search.stillhousedata.com/firm/108550) | Chicago, IL | $624K | 24,800 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $550K | 21,829 |
| [Coastwise Capital Group, LLC](https://search.stillhousedata.com/firm/139564) | LA JOLLA, CA | $524K | 20,810 |
| JAMES INVESTMENT RESEARCH, INC. | ALPHA, OH | $410K | 16,294 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $403K | 16,038 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524623.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.