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
Q2 		$667K Buy
26,490
+134
+0.5% +$3.37K ﹤0.01% 1042
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 $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mariner
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's SCUS Position: Q2 2026 in Review

Waverly Advisors increased its Schwab Ultra-Short Income ETF (SCUS) stake by 0.51% in Q2 2026, buying an estimated $3.37K and bringing the position to 26,490 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Waverly Advisors first reported a position in SCUS in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • Waverly Advisors held 26,490 shares of Schwab Ultra-Short Income ETF worth $667K as of Q2 2026.
  • Waverly Advisors bought 134 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $3.37K.
  • Schwab Ultra-Short Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1042 holding.
  • Waverly Advisors first reported a position in Schwab Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.