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 Q1	$637K	Buy	+25,262	New	+$637K	0.04%	272

Other funds holding SCUS

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JCA

January Capital Advisors San Francisco, California $74.2M AUM

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

WealthPlan Investment Management's SCUS Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in Schwab Ultra-Short Income ETF (SCUS) in Q1 2026: 25,262 shares worth $637K. The stake represents 0.04% of the portfolio and ranks #272 among its holdings.

25 funds tracked by Wall St. Rank hold SCUS as of Q1 2026.

WealthPlan Investment Management held 25,262 shares of Schwab Ultra-Short Income ETF worth $637K as of Q1 2026.
Schwab Ultra-Short Income ETF was a new WealthPlan Investment Management position in Q1 2026.
Schwab Ultra-Short Income ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q1 2026, its #272 holding.
25 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.