ET
SCUS

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
Q2 		$252K Buy
+10,000
New +$252K 0.01% 423

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

Equitable Trust's SCUS Position: Q2 2026 in Review

Equitable Trust opened a new position in Schwab Ultra-Short Income ETF (SCUS) in Q2 2026: 10,000 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings.

31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • Equitable Trust held 10,000 shares of Schwab Ultra-Short Income ETF worth $252K as of Q2 2026.
  • Schwab Ultra-Short Income ETF was a new Equitable Trust position in Q2 2026.
  • Schwab Ultra-Short Income ETF made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #423 holding.
  • 31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.