SCHWAB STRATEGIC TR SHT TM US TRES is a security (CUSIP 808524862) tracked across SEC portfolio filings. 751 institutional managers reported $7.7B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $37.7M via N-PORT as of 2026-04-30.
Showing 15 of 751 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $2.7B | 110,717,308 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $593.4M | 24,469,334 |
| SEI INVESTMENTS CO | OAKS, PA | $406.3M | 16,741,000 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $319.8M | 13,249,057 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $154.3M | 6,358,904 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $98.6M | 4,095,259 |
| Moisand Fitzgerald Tamayo, LLC | ORLANDO, FL | $98.5M | 4,082,346 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $96.7M | 3,985,538 |
| STATE STREET CORP | BOSTON, MA | $75.2M | 3,100,000 |
| Wealthfront Advisers LLC | Palo Alto, CA | $72.3M | 2,978,594 |
| MCF Advisors LLC | COVINGTON, KY | $66.9M | 2,755,371 |
| Bangor Savings Bank | BANGOR, ME | $66.6M | 2,758,500 |
| Midwest Trust Co | Overland Park, KS | $61.2M | 2,533,641 |
| Merit Financial Group, LLC | ALPHARETTA, GA | $59.0M | 2,442,106 |
| LPL Financial LLC | FORT MILL, SC | $56.4M | 2,324,640 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Morningstar Defensive Bond Fund | Morningstar Funds Trust | $37.6M | 3669.51% |
| Prospera Income ETF | Thrive Series Trust | $97K | 212.05% |