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

Grandview 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 Q3	$363K	Buy	+14,464	New	+$364K	0.1%	95

Other funds holding SCUS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 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

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

Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return

Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return

Grandview Asset Management's SCUS Position: Q3 2026 in Review

Grandview Asset Management opened a new position in Schwab Ultra-Short Income ETF (SCUS) in Q3 2026: 14,464 shares worth $363K. The stake represents 0.1% of the portfolio and ranks #95 among its holdings.

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

Grandview Asset Management held 14,464 shares of Schwab Ultra-Short Income ETF worth $363K as of Q3 2026.
Schwab Ultra-Short Income ETF was a new Grandview Asset Management position in Q3 2026.
Schwab Ultra-Short Income ETF made up 0.1% of Grandview Asset Management's portfolio in Q3 2026, its #95 holding.
16 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2026.

Based on Grandview Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.