WA
SCUS

Waverly Advisors’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Waverly Advisors’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
Q1 		$664K Buy
26,356
+3,079
+13% +$77.6K 0.01% 956
2025
Q4 		$586K Buy
+23,277
New +$587K ﹤0.01% 951

Other funds holding SCUS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

Waverly Advisors's SCUS Position: Q1 2026 in Review

Waverly Advisors increased its Schwab Ultra-Short Income ETF (SCUS) stake by 13% in Q1 2026, buying an estimated $77.6K and bringing the position to 26,356 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #956.

Waverly Advisors first reported a position in SCUS in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold SCUS as of Q1 2026.

  • Waverly Advisors held 26,356 shares of Schwab Ultra-Short Income ETF worth $664K as of Q1 2026.
  • Waverly Advisors bought 3,079 Schwab Ultra-Short Income ETF shares in Q1 2026, an estimated $77.6K.
  • Schwab Ultra-Short Income ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #956 holding.
  • Waverly Advisors first reported a position in Schwab Ultra-Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.