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
Q2 		$1.28M Sell
50,919
-19,515
-28% -$491K 0.01% 897
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 $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Concurrent Investment Advisors's SCUS Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 28% in Q2 2026, selling an estimated $491K and leaving 50,919 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #897.

Concurrent Investment Advisors first reported a position in SCUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.1M in Q3 2025. 31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • Concurrent Investment Advisors held 50,919 shares of Schwab Ultra-Short Income ETF worth $1.28M as of Q2 2026.
  • Concurrent Investment Advisors sold 19,515 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $491K.
  • Schwab Ultra-Short Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #897 holding.
  • Concurrent Investment Advisors first reported a position in Schwab Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Schwab Ultra-Short Income ETF position peaked at $2.1M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.