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 Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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 La Jolla, California $170M AUM 27.04% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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. 32 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.
32 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.