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

Sculati 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
2026 Q1	$350K	Sell	13,891 -511	-4%	-$12.9K	0.13%	98
2025 Q4	$363K	Sell	14,402 -1,274	-8%	-$32.1K	0.13%	95
2025 Q3	$396K	Sell	15,676 -12,763	-45%	-$321K	0.14%	91
2025 Q2	$716K	Sell	28,439 -13,389	-32%	-$337K	0.27%	77
2025 Q1	$1.05M	Sell	41,828 -25,554	-38%	-$643K	0.43%	57
2024 Q4	$1.69M	Buy	67,382 +16,623	+33%	+$418K	0.67%	44
2024 Q3	$1.28M	Buy	+50,759	New	+$1.28M	0.51%	53

Other funds holding SCUS

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JCA

January Capital Advisors San Francisco, California $74.2M AUM

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

Sculati Wealth Management's SCUS Position: Q1 2026 in Review

Sculati Wealth Management reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 3.5% in Q1 2026, selling an estimated $12.9K and leaving 13,891 shares worth $350K. The position accounts for 0.13% of the portfolio, ranked #98.

Sculati Wealth Management first reported a position in SCUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2024. 25 funds tracked by Wall St. Rank hold SCUS as of Q1 2026.

Sculati Wealth Management held 13,891 shares of Schwab Ultra-Short Income ETF worth $350K as of Q1 2026.
Sculati Wealth Management sold 511 Schwab Ultra-Short Income ETF shares in Q1 2026, an estimated $12.9K.
Schwab Ultra-Short Income ETF made up 0.13% of Sculati Wealth Management's portfolio in Q1 2026, its #98 holding.
Sculati Wealth Management first reported a position in Schwab Ultra-Short Income ETF in Q3 2024 and has held it in 7 quarters since.
Sculati Wealth Management's Schwab Ultra-Short Income ETF position peaked at $1.69M in Q4 2024.
25 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.