Golden State Wealth Management
SCUS icon

Golden State Wealth Management’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Golden State Wealth 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
Q3 		$51.8K Hold
2,064
– – ﹤0.01% 685
2026
Q2 		$52K Hold
2,064
– – ﹤0.01% 719
2026
Q1 		$52K Hold
2,064
– – 0.01% 671
2025
Q4 		$52K Hold
2,064
– – 0.01% 683
2025
Q3 		$52.1K Hold
2,064
– – 0.01% 667
2025
Q2 		$52K Hold
2,064
– – 0.01% 633
2025
Q1 		$52K Buy
+2,064
New +$51.9K 0.01% 585

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Golden State Wealth Management's SCUS Position: Q3 2026 in Review

Golden State Wealth Management held its Schwab Ultra-Short Income ETF (SCUS) position steady in Q3 2026 at 2,064 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Golden State Wealth Management first reported a position in SCUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $52.1K in Q3 2025. 29 funds tracked by Wall St. Rank hold SCUS as of Q3 2026.

  • Golden State Wealth Management held 2,064 shares of Schwab Ultra-Short Income ETF worth $51.8K as of Q3 2026.
  • Golden State Wealth Management left its Schwab Ultra-Short Income ETF share count unchanged in Q3 2026.
  • Schwab Ultra-Short Income ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #685 holding.
  • Golden State Wealth Management first reported a position in Schwab Ultra-Short Income ETF in Q1 2025 and has held it in 7 quarters since.
  • Golden State Wealth Management's Schwab Ultra-Short Income ETF position peaked at $52.1K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.