WP
SCUS
WealthPLAN Partners’s Schwab Ultra-Short Income ETF SCUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
11,992
-23,268
| -66% | -$586K | 0.05% | 216 |
|
|
2025
Q1 | $888K | Buy |
35,260
+9,033
| +34% | +$228K | 0.13% | 131 |
|
|
2024
Q4 | $659K | Buy |
26,227
+5,393
| +26% | +$135K | 0.09% | 149 |
|
|
2024
Q3 | $526K | Buy |
+20,834
| New | +$526K | 0.07% | 177 |
|