WAM
SCUS

Worth Asset Management’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Worth Asset 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
2025
Q1 		– Sell
-10,730
Closed -$270K – 182
2024
Q4 		$270K Buy
+10,730
New +$270K 0.14% 109

Other funds holding SCUS

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Jane Street
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KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CCG
Coastwise Capital Group La Jolla, California $172M AUM 32.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCM
Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return

Worth Asset Management's SCUS Position: Q1 2025 in Review

Worth Asset Management sold out of Schwab Ultra-Short Income ETF (SCUS) in Q1 2025, closing a stake of 10,730 shares — an estimated $270K sold.

Worth Asset Management first reported a position in SCUS in Q4 2024 and held it in 1 quarter. The position peaked at $270K in Q4 2024. 15 funds tracked by Wall St. Rank hold SCUS as of Q1 2025.

  • Worth Asset Management reported no remaining Schwab Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Worth Asset Management sold 10,730 Schwab Ultra-Short Income ETF shares in Q1 2025, an estimated $270K.
  • Worth Asset Management first reported a position in Schwab Ultra-Short Income ETF in Q4 2024 and held it in 1 quarter.
  • Worth Asset Management's Schwab Ultra-Short Income ETF position peaked at $270K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2025.

Based on Worth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.