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 Q1	$1.99M	Buy	+79,122	New	+$1.99M	0.84%	24

Other funds holding SCUS

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $757M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JCA

January Capital Advisors San Francisco, California $74.2M AUM

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

Kaizen Financial Strategies's SCUS Position: Q1 2026 in Review

Kaizen Financial Strategies opened a new position in Schwab Ultra-Short Income ETF (SCUS) in Q1 2026: 79,122 shares worth $1.99M. The stake represents 0.84% of the portfolio and ranks #24 among its holdings.

25 funds tracked by Wall St. Rank hold SCUS as of Q1 2026.

Kaizen Financial Strategies held 79,122 shares of Schwab Ultra-Short Income ETF worth $1.99M as of Q1 2026.
Schwab Ultra-Short Income ETF was a new Kaizen Financial Strategies position in Q1 2026.
Schwab Ultra-Short Income ETF made up 0.84% of Kaizen Financial Strategies's portfolio in Q1 2026, its #24 holding.
25 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.