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 Q3	$315K	Sell	12,573 -217	-2%	-$5.45K	0.1%	106
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

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAM

Grandview Asset Management Harrisburg, Pennsylvania $361M AUM 32.56% 1-Year Est. Return

MFG

Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sculati Wealth Management's SCUS Position: Q3 2026 in Review

Sculati Wealth Management reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 1.7% in Q3 2026, selling an estimated $5.45K and leaving 12,573 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #106.

Sculati Wealth Management first reported a position in SCUS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q4 2024. 12 funds tracked by Wall St. Rank hold SCUS as of Q3 2026.

Sculati Wealth Management held 12,573 shares of Schwab Ultra-Short Income ETF worth $315K as of Q3 2026.
Sculati Wealth Management sold 217 Schwab Ultra-Short Income ETF shares in Q3 2026, an estimated $5.45K.
Schwab Ultra-Short Income ETF made up 0.1% of Sculati Wealth Management's portfolio in Q3 2026, its #106 holding.
Sculati Wealth Management first reported a position in Schwab Ultra-Short Income ETF in Q3 2024 and has held it in 9 quarters since.
Sculati Wealth Management's Schwab Ultra-Short Income ETF position peaked at $1.69M in Q4 2024.
12 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.