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 Q2	$322K	Sell	12,790 -1,101	-8%	-$27.7K	0.11%	104
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 $44.6B AUM 28.94% 1-Year Est. Return

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

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 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 New York $1.21T AUM 78.12% 1-Year Est. Return

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

Sculati Wealth Management's SCUS Position: Q2 2026 in Review

Sculati Wealth Management reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 7.9% in Q2 2026, selling an estimated $27.7K and leaving 12,790 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #104.

Sculati Wealth Management first reported a position in SCUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q4 2024. 31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

Sculati Wealth Management held 12,790 shares of Schwab Ultra-Short Income ETF worth $322K as of Q2 2026.
Sculati Wealth Management sold 1,101 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $27.7K.
Schwab Ultra-Short Income ETF made up 0.11% of Sculati Wealth Management's portfolio in Q2 2026, its #104 holding.
Sculati Wealth Management first reported a position in Schwab Ultra-Short Income ETF in Q3 2024 and has held it in 8 quarters since.
Sculati Wealth Management's Schwab Ultra-Short Income ETF position peaked at $1.69M in Q4 2024.
31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.