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SCUS · Schwab Ultra-Short Income ETF ETF

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$25.12 +0.01 (+0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $9,777,190
Total Shares: 2,847,621

Holder Concentration

Across 3 13F filers
Top Holder
70.3%
of institutional value
Top 5
100.0%
of institutional value
Top 10
100.0%
of institutional value
HHI
5,636
Highly concentrated
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC SCUS $6,870,282 70.27% 272,901
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co SCUS $2,560,979 26.19% 2,560,979
January Capital Advisors LLC SCUS $345,929 3.54% 13,741