WealthPlan Investment Management
SCUS icon

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
Q3 		$885K Buy
35,247
+3,225
+10% +$81K 0.04% 250
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 $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
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
Coastwise Capital Group
Coastwise Capital Group La Jolla, California $170M AUM 27.04% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

WealthPlan Investment Management's SCUS Position: Q3 2026 in Review

WealthPlan Investment Management increased its Schwab Ultra-Short Income ETF (SCUS) stake by 10% in Q3 2026, buying an estimated $81K and bringing the position to 35,247 shares worth $885K. The position accounts for 0.04% of the portfolio, ranked #250.

WealthPlan Investment Management first reported a position in SCUS in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold SCUS as of Q3 2026.

  • WealthPlan Investment Management held 35,247 shares of Schwab Ultra-Short Income ETF worth $885K as of Q3 2026.
  • WealthPlan Investment Management bought 3,225 Schwab Ultra-Short Income ETF shares in Q3 2026, an estimated $81K.
  • Schwab Ultra-Short Income ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q3 2026, its #250 holding.
  • WealthPlan Investment Management first reported a position in Schwab Ultra-Short Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.