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
2026
Q2 		$252K Buy
+9,994
New +$252K ﹤0.01% 2363
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

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

Focus Partners Wealth's SCUS Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Schwab Ultra-Short Income ETF (SCUS) in Q2 2026: 9,994 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #2363 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in SCUS as recently as Q4 2024.

Focus Partners Wealth first reported a position in SCUS in Q3 2024 and has held it in 3 quarters since. The position peaked at $489K in Q3 2024. 31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • Focus Partners Wealth held 9,994 shares of Schwab Ultra-Short Income ETF worth $252K as of Q2 2026.
  • Schwab Ultra-Short Income ETF was a new Focus Partners Wealth position in Q2 2026.
  • Schwab Ultra-Short Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2363 holding.
  • Focus Partners Wealth first reported a position in Schwab Ultra-Short Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Focus Partners Wealth's Schwab Ultra-Short Income ETF position peaked at $489K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

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