Hummer Financial Advisory Services’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$952K Sell
37,800
-2,400
-6% -$60.5K 0.72% 29
2025
Q1
$1.01M Buy
40,200
+25,800
+179% +$650K 0.82% 27
2024
Q4
$362K Hold
14,400
0.29% 68
2024
Q3
$364K Buy
+14,400
New +$364K 0.29% 73