UBS Group’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

UBS Group’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
2025 Q3	–	Sell	-971	Closed	-$24.5K	–	11147
2025 Q2	$24.5K	Buy	+971	New	+$24.4K	﹤0.01%	8307
2025 Q1	–	Sell	-1,152	Closed	-$28.9K	–	10870
2024 Q4	$28.9K	Buy	+1,152	New	+$28.9K	﹤0.01%	7628

Other funds holding SCUS

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

CCG

Coastwise Capital Group La Jolla, California $172M AUM 32.78% 1-Year Est. Return

MCM

Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

UBS Group's SCUS Position: Q3 2025 in Review

UBS Group sold out of Schwab Ultra-Short Income ETF (SCUS) in Q3 2025, closing a stake of 971 shares — an estimated $24.5K sold.

UBS Group first reported a position in SCUS in Q4 2024 and held it in 2 quarters. The position peaked at $28.9K in Q4 2024. 19 funds tracked by Wall St. Rank hold SCUS as of Q3 2025.

UBS Group reported no remaining Schwab Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
UBS Group sold 971 Schwab Ultra-Short Income ETF shares in Q3 2025, an estimated $24.5K.
UBS Group first reported a position in Schwab Ultra-Short Income ETF in Q4 2024 and held it in 2 quarters.
UBS Group's Schwab Ultra-Short Income ETF position peaked at $28.9K in Q4 2024.
19 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.