Savvy Advisors Inc’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Savvy Advisors Inc’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 Q3	$401K	Sell	15,974 -41,607	-72%	-$1.05M	0.01%	1005
2026 Q2	$1.45M	Buy	57,581 +34,903	+154%	+$878K	0.03%	413
2026 Q1	$571K	Buy	22,678 +5,181	+30%	+$131K	0.02%	614
2025 Q4	$441K	Buy	17,497 +6,418	+58%	+$162K	0.01%	617
2025 Q3	$280K	Buy	+11,079	New	+$279K	0.01%	646

Other funds holding SCUS

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

Coastwise Capital Group La Jolla, California $170M AUM 27.04% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Savvy Advisors Inc's SCUS Position: Q3 2026 in Review

Savvy Advisors Inc reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 72% in Q3 2026, selling an estimated $1.05M and leaving 15,974 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1005.

Savvy Advisors Inc first reported a position in SCUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.45M in Q2 2026. 28 funds tracked by Wall St. Rank hold SCUS as of Q3 2026.

Savvy Advisors Inc held 15,974 shares of Schwab Ultra-Short Income ETF worth $401K as of Q3 2026.
Savvy Advisors Inc sold 41,607 Schwab Ultra-Short Income ETF shares in Q3 2026, an estimated $1.05M.
Schwab Ultra-Short Income ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q3 2026, its #1005 holding.
Savvy Advisors Inc first reported a position in Schwab Ultra-Short Income ETF in Q3 2025 and has held it in 5 quarters since.
Savvy Advisors Inc's Schwab Ultra-Short Income ETF position peaked at $1.45M in Q2 2026.
28 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2026.

Based on Savvy Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.