SAI
SCUS

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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
WA
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

Savvy Advisors Inc's SCUS Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab Ultra-Short Income ETF (SCUS) stake by 30% in Q1 2026, buying an estimated $131K and bringing the position to 22,678 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #614.

Savvy Advisors Inc first reported a position in SCUS in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold SCUS as of Q1 2026.

  • Savvy Advisors Inc held 22,678 shares of Schwab Ultra-Short Income ETF worth $571K as of Q1 2026.
  • Savvy Advisors Inc bought 5,181 Schwab Ultra-Short Income ETF shares in Q1 2026, an estimated $131K.
  • Schwab Ultra-Short Income ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #614 holding.
  • Savvy Advisors Inc first reported a position in Schwab Ultra-Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.