CIA
SCUS

Concurrent Investment Advisors’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Concurrent Investment Advisors’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
Q1 		$1.77M Sell
70,434
-10,892
-13% -$275K 0.02% 659
2025
Q4 		$2.05M Sell
81,326
-1,957
-2% -$49.3K 0.02% 564
2025
Q3 		$2.1M Buy
+83,283
New +$2.1M 0.04% 454

Other funds holding SCUS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

Concurrent Investment Advisors's SCUS Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 13% in Q1 2026, selling an estimated $275K and leaving 70,434 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #659.

Concurrent Investment Advisors first reported a position in SCUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.1M in Q3 2025. 25 funds tracked by Wall St. Rank hold SCUS as of Q1 2026.

  • Concurrent Investment Advisors held 70,434 shares of Schwab Ultra-Short Income ETF worth $1.77M as of Q1 2026.
  • Concurrent Investment Advisors sold 10,892 Schwab Ultra-Short Income ETF shares in Q1 2026, an estimated $275K.
  • Schwab Ultra-Short Income ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #659 holding.
  • Concurrent Investment Advisors first reported a position in Schwab Ultra-Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Schwab Ultra-Short Income ETF position peaked at $2.1M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.