Carson Wealth (CWM LLC)
SCUS

Carson Wealth (CWM LLC)’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Carson Wealth (CWM LLC)’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
-20
Closed -$1K – 5707
2025
Q3 		$1K Buy
+20
New +$503 ﹤0.01% 5218

Other funds holding SCUS

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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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
WP
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCUS Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Schwab Ultra-Short Income ETF (SCUS) in Q4 2025, closing a stake of 20 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in SCUS in Q3 2025 and held it in 1 quarter. The position peaked at $1K in Q3 2025. 20 funds tracked by Wall St. Rank hold SCUS as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Schwab Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 20 Schwab Ultra-Short Income ETF shares in Q4 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Schwab Ultra-Short Income ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Schwab Ultra-Short Income ETF position peaked at $1K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.