# SCHWAB STRATEGIC TR SHT TM US TRES

SCHWAB STRATEGIC TR SHT TM US TRES is a security (CUSIP 808524862) tracked across SEC portfolio filings. 755 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.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: SHT TM US TRES
- CUSIP: 808524862
- Asset category: EC
- 13F holders: 755
- 13F value: $7.7B
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $37.7M
- N-PORT report: 2026-04-30

## Top institutional holders (Form 13F)

_Showing 15 of 755 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](https://search.stillhousedata.com/firm/116407) | 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](https://search.stillhousedata.com/firm/148456) | Palo Alto, CA | $72.3M | 2,978,594 |
| [MCF Advisors LLC](https://search.stillhousedata.com/firm/130372) | 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](https://search.stillhousedata.com/firm/142457) | ALPHARETTA, GA | $59.0M | 2,442,106 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $56.4M | 2,324,640 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Morningstar Defensive Bond Fund](https://search.stillhousedata.com/fund/S000057732) | Morningstar Funds Trust | $37.6M | 3669.51% |
| [Prospera Income ETF](https://search.stillhousedata.com/fund/S000094663) | Thrive Series Trust | $97K | 212.05% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524862.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.