Wealth Enhancement Advisory Services
SCUS

Wealth Enhancement Advisory Services’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Wealth Enhancement Advisory Services’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 		$403K Sell
16,038
-500
-3% -$12.6K ﹤0.01% 2904
2026
Q1 		$416K Buy
16,538
+1,315
+9% +$33.1K ﹤0.01% 2480
2025
Q4 		$384K Sell
15,223
-9
-0.1% -$227 ﹤0.01% 2698
2025
Q3 		$383K Buy
15,232
+643
+4% +$16.2K ﹤0.01% 2578
2025
Q2 		$366K Sell
14,589
-9
-0.1% -$226 ﹤0.01% 2461
2025
Q1 		$368K Buy
14,598
+1,623
+13% +$40.8K ﹤0.01% 2282
2024
Q4 		$326K Buy
+12,975
New +$326K ﹤0.01% 2317

Other funds holding SCUS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 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's SCUS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 3% in Q2 2026, selling an estimated $12.6K and leaving 16,038 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Wealth Enhancement Advisory Services first reported a position in SCUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q1 2026. 19 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,038 shares of Schwab Ultra-Short Income ETF worth $403K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 500 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $12.6K.
  • Schwab Ultra-Short Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2904 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Schwab Ultra-Short Income ETF position peaked at $416K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.