Kingsview Wealth Management’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Kingsview Wealth Management’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 Q3	–	Sell	-90,055	Closed	-$2.27M	–	1308
2025 Q2	$2.27M	Buy	90,055 +16,943	+23%	+$426K	0.04%	418
2025 Q1	$1.84M	Buy	73,112 +10,044	+16%	+$253K	0.03%	408
2024 Q4	$1.58M	Buy	63,068 +29,026	+85%	+$729K	0.03%	443
2024 Q3	$860K	Buy	+34,042	New	+$856K	0.02%	572

Other funds holding SCUS

CIA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HFAS

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

CCG

Coastwise Capital Group La Jolla, California $172M AUM 32.78% 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

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

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Kingsview Wealth Management's SCUS Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Schwab Ultra-Short Income ETF (SCUS) in Q3 2025, closing a stake of 90,055 shares — an estimated $2.27M sold.

Kingsview Wealth Management first reported a position in SCUS in Q3 2024 and held it in 4 quarters. The position peaked at $2.27M in Q2 2025. 19 funds tracked by Wall St. Rank hold SCUS as of Q3 2025.

Kingsview Wealth Management reported no remaining Schwab Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 90,055 Schwab Ultra-Short Income ETF shares in Q3 2025, an estimated $2.27M.
Kingsview Wealth Management first reported a position in Schwab Ultra-Short Income ETF in Q3 2024 and held it in 4 quarters.
Kingsview Wealth Management's Schwab Ultra-Short Income ETF position peaked at $2.27M in Q2 2025.
19 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.