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

Hummer Financial Advisory Services’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	$624K	Hold	24,800	–	–	0.41%	55
2026 Q1	$625K	Hold	24,800	–	–	0.44%	52
2025 Q4	$624K	Hold	24,800	–	–	0.44%	48
2025 Q3	$626K	Sell	24,800 -13,000	-34%	-$327K	0.46%	49
2025 Q2	$952K	Sell	37,800 -2,400	-6%	-$60.3K	0.72%	29
2025 Q1	$1.01M	Buy	40,200 +25,800	+179%	+$649K	0.82%	27
2024 Q4	$362K	Hold	14,400	–	–	0.29%	68
2024 Q3	$364K	Buy	+14,400	New	+$362K	0.29%	73

Other funds holding SCUS

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

CCG

Coastwise Capital Group La Jolla, California $172M AUM 32.78% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCM

Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

Hummer Financial Advisory Services's SCUS Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Schwab Ultra-Short Income ETF (SCUS) position steady in Q2 2026 at 24,800 shares worth $624K. The position accounts for 0.41% of the portfolio, ranked #55.

Hummer Financial Advisory Services first reported a position in SCUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2025. 19 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

Hummer Financial Advisory Services held 24,800 shares of Schwab Ultra-Short Income ETF worth $624K as of Q2 2026.
Hummer Financial Advisory Services left its Schwab Ultra-Short Income ETF share count unchanged in Q2 2026.
Schwab Ultra-Short Income ETF made up 0.41% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #55 holding.
Hummer Financial Advisory Services first reported a position in Schwab Ultra-Short Income ETF in Q3 2024 and has held it in 8 quarters since.
Hummer Financial Advisory Services's Schwab Ultra-Short Income ETF position peaked at $1.01M in Q1 2025.
19 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.