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

Shepherd 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	$2.56M	Buy	+2,560,979	New	+$64.5M	1.42%	9

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 40.91% 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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Shepherd Wealth Management opened a new position in Schwab Ultra-Short Income ETF (SCUS) in Q2 2026: 2,560,979 shares worth $2.56M. The stake represents 1.42% of the portfolio and ranks #9 among its holdings.

31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

Shepherd Wealth Management held 2,560,979 shares of Schwab Ultra-Short Income ETF worth $2.56M as of Q2 2026.
Schwab Ultra-Short Income ETF was a new Shepherd Wealth Management position in Q2 2026.
Schwab Ultra-Short Income ETF made up 1.42% of Shepherd Wealth Management's portfolio in Q2 2026, its #9 holding.
31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.