GTAM
SCUS

Global Trust Asset Management’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Global Trust Asset Management’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
Q1 		– Sell
-500
Closed -$12.6K – 503
2025
Q4 		$12.6K Hold
500
– – 0.01% 336
2025
Q3 		$12.6K Buy
+500
New +$12.6K 0.01% 383

Other funds holding SCUS

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KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Global Trust Asset Management's SCUS Position: Q1 2026 in Review

Global Trust Asset Management sold out of Schwab Ultra-Short Income ETF (SCUS) in Q1 2026, closing a stake of 500 shares — an estimated $12.6K sold.

Global Trust Asset Management first reported a position in SCUS in Q3 2025 and held it in 2 quarters. The position peaked at $12.6K in Q3 2025. 25 funds tracked by Wall St. Rank hold SCUS as of Q1 2026.

  • Global Trust Asset Management reported no remaining Schwab Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • Global Trust Asset Management sold 500 Schwab Ultra-Short Income ETF shares in Q1 2026, an estimated $12.6K.
  • Global Trust Asset Management first reported a position in Schwab Ultra-Short Income ETF in Q3 2025 and held it in 2 quarters.
  • Global Trust Asset Management's Schwab Ultra-Short Income ETF position peaked at $12.6K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2026.

Based on Global Trust Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.