SCUS — SCHWAB STRATEGIC TR
As of Q2 2026, 2 SEC-registered investment managers reported holding SCUS (SCHWAB STRATEGIC TR) in their latest 13F filings, with a combined reported value of $6.87M across 272.90K shares. That is +316.7% by share count (+207.41K shares) versus the previous quarter, while reported value moved +316.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 272.90K | $6.87M | 0.00% | Add |
| Wells Fargo & Co history | 1 | $24 | 0.00% | Hold |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 65.49K | $1.65M | 0.00% | Add |
| Wells Fargo & Co history | 1 | $17 | 0.00% | New |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 86.72K | $2.18M | 0.00% | Add |
| Citadel Advisors history | 57.34K | $1.44M | 0.00% | New |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 42.35K | $1.07M | 0.00% | New |
| Wells Fargo & Co history | 1 | $21 | 0.00% | Hold |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 87.69K | $2.21M | 0.00% | Add |
| UBS Group AG history | 971 | $24.46K | 0.00% | New |
| Wells Fargo & Co history | 1 | $24 | 0.00% | New |
Q1 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 60.50K | $1.52M | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 272.90K | 65.49K | 57.34K | — | 87.69K | 60.50K | — | 135.04K |
| Wells Fargo & Co | 1 | 1 | — | 1 | 1 | — | — | — |
| Goldman Sachs Group | — | — | 86.72K | 42.35K | — | — | 30.70K | — |
| UBS Group AG | — | — | — | — | 971 | — | 1.15K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details