KFS
SCUS

Kaizen Financial Strategies’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Kaizen Financial Strategies’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 		$1.08M Sell
42,874
-36,248
-46% -$912K 0.35% 52
2026
Q1 		$1.99M Buy
+79,122
New +$1.99M 0.84% 24

Other funds holding SCUS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Kaizen Financial Strategies's SCUS Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 46% in Q2 2026, selling an estimated $912K and leaving 42,874 shares worth $1.08M. The position accounts for 0.35% of the portfolio, ranked #52.

Kaizen Financial Strategies first reported a position in SCUS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.99M in Q1 2026. 31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • Kaizen Financial Strategies held 42,874 shares of Schwab Ultra-Short Income ETF worth $1.08M as of Q2 2026.
  • Kaizen Financial Strategies sold 36,248 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $912K.
  • Schwab Ultra-Short Income ETF made up 0.35% of Kaizen Financial Strategies's portfolio in Q2 2026, its #52 holding.
  • Kaizen Financial Strategies first reported a position in Schwab Ultra-Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Kaizen Financial Strategies's Schwab Ultra-Short Income ETF position peaked at $1.99M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.