SCUS · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCUS)
Who is buying and selling SCUS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 5
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCUS at a glance
- No open-market insider purchases or sales of SCUS were filed in the last 90 days.
- 5 13F filers hold SCUS among their 50 largest positions, worth $7.4M combined. The biggest bets by portfolio weight are Kaizen Financial Strategies (1.5%), SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co (1.4%) and January Capital Advisors LLC (0.3%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in SCUS.
SCUS insider trading
No open-market insider purchases or sales of SCUS were filed in the last 90 days.
Who owns SCUS? Hedge funds and superinvestors
5 13F filers hold SCUS among their 50 largest positions, worth $7.4M combined. The biggest bets by portfolio weight are Kaizen Financial Strategies (1.5%), SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co (1.4%) and January Capital Advisors LLC (0.3%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Kaizen Financial StrategiesWealth manager | 1.5% | $3.8M | 152,193 | +255.0% shares | Q3 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoWealth manager | 1.4% | $2.6M | 2,560,979 | — | Q2 2026 |
| January Capital Advisors LLCWealth manager | 0.3% | $346K | 13,741 | -49.6% shares | Q2 2026 |
| Mann Financial Group, Inc.Wealth manager | 0.3% | $335K | 13,353 | +48.4% shares | Q3 2026 |
| Auctus Advisors LLCWealth manager | 0.2% | $300K | 11,928 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 2). Screen SCUS in the grand portfolio →
SCUS stock trades by members of Congress
No member of Congress has disclosed a trade in SCUS.
SCUS questions and answers
Are insiders buying SCUS stock?
No open-market insider purchases or sales of SCUS were filed in the last 90 days.
Which hedge funds own SCUS?
5 13F filers hold SCUS among their 50 largest positions, worth $7.4M combined. The biggest bets by portfolio weight are Kaizen Financial Strategies (1.5%), SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co (1.4%) and January Capital Advisors LLC (0.3%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded SCUS?
No member of Congress has disclosed a trade in SCUS.
Who is the largest holder of SCUS?
Among 13F filers, Kaizen Financial Strategies reports the largest SCUS position, $3.8M (152,193 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Kaizen Financial Strategies's: 1.5% of its portfolio.
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