Wealth Enhancement Advisory Services
SCUS icon

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
Q3 		$402K Hold
16,038
– – ﹤0.01% 3046
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 $45.2B AUM 20.72% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WealthPlan Investment Management
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
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Grandview Asset Management
Grandview Asset Management Harrisburg, Pennsylvania $361M AUM 32.56% 1-Year Est. Return
Mainstream Capital Management
Mainstream Capital Management Los Angeles, California $170M AUM 21% 1-Year Est. Return
Mann Financial Group
Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCUS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services held its Schwab Ultra-Short Income ETF (SCUS) position steady in Q3 2026 at 16,038 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #3046.

Wealth Enhancement Advisory Services first reported a position in SCUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $416K in Q1 2026. 21 funds tracked by Wall St. Rank hold SCUS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 16,038 shares of Schwab Ultra-Short Income ETF worth $402K as of Q3 2026.
  • Wealth Enhancement Advisory Services left its Schwab Ultra-Short Income ETF share count unchanged in Q3 2026.
  • Schwab Ultra-Short Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3046 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab Ultra-Short Income ETF in Q4 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Schwab Ultra-Short Income ETF position peaked at $416K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.