WP
SCUS

WealthPLAN Partners’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

WealthPLAN Partners’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 		– Sell
-21,293
Closed -$536K – 286
2025
Q4 		$536K Buy
+21,293
New +$537K 0.08% 174
2025
Q3 		– Sell
-11,992
Closed -$302K – 273
2025
Q2 		$302K Sell
11,992
-23,268
-66% -$585K 0.05% 216
2025
Q1 		$888K Buy
35,260
+9,033
+34% +$227K 0.13% 131
2024
Q4 		$659K Buy
26,227
+5,393
+26% +$136K 0.09% 149
2024
Q3 		$526K Buy
+20,834
New +$524K 0.07% 177

Other funds holding SCUS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

WealthPLAN Partners's SCUS Position: Q1 2026 in Review

WealthPLAN Partners sold out of Schwab Ultra-Short Income ETF (SCUS) in Q1 2026, closing a stake of 21,293 shares — an estimated $536K sold.

WealthPLAN Partners first reported a position in SCUS in Q3 2024 and held it in 5 quarters. The position peaked at $888K in Q1 2025. 25 funds tracked by Wall St. Rank hold SCUS as of Q1 2026.

  • WealthPLAN Partners reported no remaining Schwab Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 21,293 Schwab Ultra-Short Income ETF shares in Q1 2026, an estimated $536K.
  • WealthPLAN Partners first reported a position in Schwab Ultra-Short Income ETF in Q3 2024 and held it in 5 quarters.
  • WealthPLAN Partners's Schwab Ultra-Short Income ETF position peaked at $888K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.