Coastwise Capital Group’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Coastwise Capital Group’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
2026 Q2	$524K	Sell	20,810 -93	-0.4%	-$2.34K	0.3%	73
2026 Q1	$527K	Sell	20,903 -3,196	-13%	-$80.6K	0.29%	70
2025 Q4	$607K	Sell	24,099 -349	-1%	-$8.8K	0.3%	67
2025 Q3	$617K	Sell	24,448 -953	-4%	-$24K	0.43%	56
2025 Q2	$640K	Sell	25,401 -2,668	-10%	-$67.1K	0.51%	51
2025 Q1	$707K	Buy	28,069 +4,599	+20%	+$116K	0.6%	45
2024 Q4	$590K	Buy	+23,470	New	+$590K	0.47%	56

Other funds holding SCUS

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

CIA

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

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

HFAS

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

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCM

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

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

Coastwise Capital Group's SCUS Position: Q2 2026 in Review

Coastwise Capital Group reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 0.44% in Q2 2026, selling an estimated $2.34K and leaving 20,810 shares worth $524K. The position accounts for 0.3% of the portfolio, ranked #73.

Coastwise Capital Group first reported a position in SCUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $707K in Q1 2025. 19 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

Coastwise Capital Group held 20,810 shares of Schwab Ultra-Short Income ETF worth $524K as of Q2 2026.
Coastwise Capital Group sold 93 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $2.34K.
Schwab Ultra-Short Income ETF made up 0.3% of Coastwise Capital Group's portfolio in Q2 2026, its #73 holding.
Coastwise Capital Group first reported a position in Schwab Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Coastwise Capital Group's Schwab Ultra-Short Income ETF position peaked at $707K in Q1 2025.
19 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.