Corient Private Wealth
SCUS

Corient Private Wealth’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Corient Private Wealth’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 		– Sell
-63,650
Closed -$1.6M – 3255
2026
Q1 		$1.6M Buy
+63,650
New +$1.6M ﹤0.01% 1386

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
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
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

Corient Private Wealth's SCUS Position: Q2 2026 in Review

Corient Private Wealth sold out of Schwab Ultra-Short Income ETF (SCUS) in Q2 2026, closing a stake of 63,650 shares — an estimated $1.6M sold.

Corient Private Wealth first reported a position in SCUS in Q1 2026 and held it in 1 quarter. The position peaked at $1.6M in Q1 2026. 31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • Corient Private Wealth reported no remaining Schwab Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 63,650 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $1.6M.
  • Corient Private Wealth first reported a position in Schwab Ultra-Short Income ETF in Q1 2026 and held it in 1 quarter.
  • Corient Private Wealth's Schwab Ultra-Short Income ETF position peaked at $1.6M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.