WIM
SCUS

WealthPlan Investment Management’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

WealthPlan Investment Management’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 		$806K Buy
32,022
+6,760
+27% +$170K 0.04% 256
2026
Q1 		$637K Buy
+25,262
New +$637K 0.04% 272

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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

WealthPlan Investment Management's SCUS Position: Q2 2026 in Review

WealthPlan Investment Management increased its Schwab Ultra-Short Income ETF (SCUS) stake by 27% in Q2 2026, buying an estimated $170K and bringing the position to 32,022 shares worth $806K. The position accounts for 0.04% of the portfolio, ranked #256.

WealthPlan Investment Management first reported a position in SCUS in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • WealthPlan Investment Management held 32,022 shares of Schwab Ultra-Short Income ETF worth $806K as of Q2 2026.
  • WealthPlan Investment Management bought 6,760 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $170K.
  • Schwab Ultra-Short Income ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #256 holding.
  • WealthPlan Investment Management first reported a position in Schwab Ultra-Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.