Concurrent Investment Advisors
SCUS icon

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
Q3 		$1.25M Sell
49,708
-1,211
-2% -$30.4K 0.01% 1040
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 $45.2B AUM 20.72% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Grandview Asset Management
Grandview Asset Management Harrisburg, Pennsylvania $361M AUM 32.56% 1-Year Est. Return
Mainstream Capital Management
Mainstream Capital Management Los Angeles, California $170M AUM 21% 1-Year Est. Return
Mann Financial Group
Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return

Concurrent Investment Advisors's SCUS Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 2.4% in Q3 2026, selling an estimated $30.4K and leaving 49,708 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1040.

Concurrent Investment Advisors first reported a position in SCUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.1M in Q3 2025. 22 funds tracked by Wall St. Rank hold SCUS as of Q3 2026.

  • Concurrent Investment Advisors held 49,708 shares of Schwab Ultra-Short Income ETF worth $1.25M as of Q3 2026.
  • Concurrent Investment Advisors sold 1,211 Schwab Ultra-Short Income ETF shares in Q3 2026, an estimated $30.4K.
  • Schwab Ultra-Short Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1040 holding.
  • Concurrent Investment Advisors first reported a position in Schwab Ultra-Short Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Schwab Ultra-Short Income ETF position peaked at $2.1M in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.