KWM
SCUS

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.27M Buy
90,055
+16,943
+23% +$427K 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 +$860K 0.02% 572