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Equitable Trust’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Equitable Trust’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 		$251K Hold
10,000
– – 0.01% 414
2026
Q2 		$252K Buy
+10,000
New +$252K 0.01% 423

Other funds holding SCUS

KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAM
Grandview Asset Management Harrisburg, Pennsylvania $361M AUM 32.56% 1-Year Est. Return
MFG
Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Equitable Trust's SCUS Position: Q3 2026 in Review

Equitable Trust held its Schwab Ultra-Short Income ETF (SCUS) position steady in Q3 2026 at 10,000 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #414.

Equitable Trust first reported a position in SCUS in Q2 2026 and has held it in 2 quarters since. The position peaked at $252K in Q2 2026. 12 funds tracked by Wall St. Rank hold SCUS as of Q3 2026.

  • Equitable Trust held 10,000 shares of Schwab Ultra-Short Income ETF worth $251K as of Q3 2026.
  • Equitable Trust left its Schwab Ultra-Short Income ETF share count unchanged in Q3 2026.
  • Schwab Ultra-Short Income ETF made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #414 holding.
  • Equitable Trust first reported a position in Schwab Ultra-Short Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Equitable Trust's Schwab Ultra-Short Income ETF position peaked at $252K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.