IFO
SCUS

Intrepid Family Office’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Intrepid Family Office’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
2025
Q1 		– Sell
-50,000
Closed -$1.26M – 43
2024
Q4 		$1.26M Buy
+50,000
New +$1.26M 1.31% 21

Other funds holding SCUS

HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
CCG
Coastwise Capital Group La Jolla, California $172M AUM 32.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Intrepid Family Office's SCUS Position: Q1 2025 in Review

Intrepid Family Office sold out of Schwab Ultra-Short Income ETF (SCUS) in Q1 2025, closing a stake of 50,000 shares — an estimated $1.26M sold.

Intrepid Family Office first reported a position in SCUS in Q4 2024 and held it in 1 quarter. The position peaked at $1.26M in Q4 2024. 15 funds tracked by Wall St. Rank hold SCUS as of Q1 2025.

  • Intrepid Family Office reported no remaining Schwab Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Intrepid Family Office sold 50,000 Schwab Ultra-Short Income ETF shares in Q1 2025, an estimated $1.26M.
  • Intrepid Family Office first reported a position in Schwab Ultra-Short Income ETF in Q4 2024 and held it in 1 quarter.
  • Intrepid Family Office's Schwab Ultra-Short Income ETF position peaked at $1.26M in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2025.

Based on Intrepid Family Office's 13F filing for Q1 2025, filed 15 May 2025.