Trust Company’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Trust Company’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	$134K	Buy	+5,353	New	+$135K	0.01%	219

Other funds holding SCUS

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

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

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

Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return

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

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

Trust Company's SCUS Position: Q3 2026 in Review

Trust Company opened a new position in Schwab Ultra-Short Income ETF (SCUS) in Q3 2026: 5,353 shares worth $134K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings.

12 funds tracked by Wall St. Rank hold SCUS as of Q3 2026.

Trust Company held 5,353 shares of Schwab Ultra-Short Income ETF worth $134K as of Q3 2026.
Schwab Ultra-Short Income ETF was a new Trust Company position in Q3 2026.
Schwab Ultra-Short Income ETF made up 0.01% of Trust Company's portfolio in Q3 2026, its #219 holding.
12 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.