SWM
SCUS

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

Sculati Wealth Management’s Portfolio SCUS Stock Details SCUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$716K Sell
28,439
-13,389
-32% -$337K 0.27% 77
2025
Q1 		$1.05M Sell
41,828
-25,554
-38% -$644K 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