Advisornet Financial’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Advisornet Financial’s Portfolio SCUS Stock Details SCUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,000	Closed	-$50.5K	–	2374
2025 Q3	$50.5K	Hold	2,000	–	–	﹤0.01%	1022
2025 Q2	$50.4K	Buy	+2,000	New	+$50.3K	﹤0.01%	990

Other funds holding SCUS

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

CCG

Coastwise Capital Group La Jolla, California $172M AUM 32.78% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

MCM

Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisornet Financial's SCUS Position: Q4 2025 in Review

Advisornet Financial sold out of Schwab Ultra-Short Income ETF (SCUS) in Q4 2025, closing a stake of 2,000 shares — an estimated $50.5K sold.

Advisornet Financial first reported a position in SCUS in Q2 2025 and held it in 2 quarters. The position peaked at $50.5K in Q3 2025. 20 funds tracked by Wall St. Rank hold SCUS as of Q4 2025.

Advisornet Financial reported no remaining Schwab Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 2,000 Schwab Ultra-Short Income ETF shares in Q4 2025, an estimated $50.5K.
Advisornet Financial first reported a position in Schwab Ultra-Short Income ETF in Q2 2025 and held it in 2 quarters.
Advisornet Financial's Schwab Ultra-Short Income ETF position peaked at $50.5K in Q3 2025.
20 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.