EverSource Wealth Advisors’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

EverSource Wealth 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	$253K	Buy	+10,060	New	+$253K	0.01%	911

Other funds holding SCUS

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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 Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Grandview Asset Management Harrisburg, Pennsylvania $361M AUM 32.56% 1-Year Est. Return

Mainstream Capital Management Los Angeles, California $170M AUM 21% 1-Year Est. Return

EverSource Wealth Advisors's SCUS Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Schwab Ultra-Short Income ETF (SCUS) in Q3 2026: 10,060 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #911 among its holdings.

23 funds tracked by Wall St. Rank hold SCUS as of Q3 2026.

EverSource Wealth Advisors held 10,060 shares of Schwab Ultra-Short Income ETF worth $253K as of Q3 2026.
Schwab Ultra-Short Income ETF was a new EverSource Wealth Advisors position in Q3 2026.
Schwab Ultra-Short Income ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #911 holding.
23 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.