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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Savvy Advisors Inc's SCUS Position: Q2 2026 in Review

Savvy Advisors Inc increased its Schwab Ultra-Short Income ETF (SCUS) stake by 154% in Q2 2026, buying an estimated $878K and bringing the position to 57,581 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #413.

Savvy Advisors Inc first reported a position in SCUS in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • Savvy Advisors Inc held 57,581 shares of Schwab Ultra-Short Income ETF worth $1.45M as of Q2 2026.
  • Savvy Advisors Inc bought 34,903 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $878K.
  • Schwab Ultra-Short Income ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #413 holding.
  • Savvy Advisors Inc first reported a position in Schwab Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.