Focus Partners Wealth
SCUS

Focus Partners Wealth’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Focus Partners 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
2025
Q1 		– Sell
-19,365
Closed -$486K – 2048
2024
Q4 		$486K Hold
19,365
– – ﹤0.01% 1340
2024
Q3 		$489K Buy
+19,365
New +$487K ﹤0.01% 1161

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KWM
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SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
WP
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CCG
Coastwise Capital Group La Jolla, California $172M AUM 32.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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MCM
Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return

Focus Partners Wealth's SCUS Position: Q1 2025 in Review

Focus Partners Wealth sold out of Schwab Ultra-Short Income ETF (SCUS) in Q1 2025, closing a stake of 19,365 shares — an estimated $486K sold.

Focus Partners Wealth first reported a position in SCUS in Q3 2024 and held it in 2 quarters. The position peaked at $489K in Q3 2024. 15 funds tracked by Wall St. Rank hold SCUS as of Q1 2025.

  • Focus Partners Wealth reported no remaining Schwab Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 19,365 Schwab Ultra-Short Income ETF shares in Q1 2025, an estimated $486K.
  • Focus Partners Wealth first reported a position in Schwab Ultra-Short Income ETF in Q3 2024 and held it in 2 quarters.
  • Focus Partners Wealth's Schwab Ultra-Short Income ETF position peaked at $489K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.