SCUS

Schwab Ultra-Short Income ETF
SCUS

Overview Fund Activity

15 hedge funds and large institutions have $9.26M invested in Schwab Ultra-Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
4
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.21M
2
KWM
2
Kingsview Wealth Management
Oregon
$2.27M
3
MCM
3
Mainstream Capital Management
California
$491K
4
AF
4
Advisornet Financial
Minnesota
$50.4K
5
UBS Group
5
UBS Group
Switzerland
$24.5K

Top Sellers

1
HNW
1
High Note Wealth
Minnesota
$0
2
Jane Street
2
Jane Street
New York
$1.11M
3
WP
3
WealthPLAN Partners
Nebraska
$302K
4
SWM
4
Sculati Wealth Management
Michigan
$716K
5
NSAM
5
North Star Asset Management
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$2.27M 90,055 +16,943 +23%
Citadel Advisors
2
Citadel Advisors
Florida
$2.21M 87,694 +27,195 +45%
Jane Street
3
Jane Street
New York
$1.11M 44,058 -58,385 -57%
HFAS
4
Hummer Financial Advisory Services
Illinois
$952K 37,800 -2,400 -6%
SWM
5
Sculati Wealth Management
Michigan
$716K 28,439 -13,389 -32%
CCG
6
Coastwise Capital Group
California
$640K 25,401 -2,668 -10%
MCM
7
Mainstream Capital Management
California
$491K 19,483 +9,133 +88%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$366K 14,589 -9 -0.1%
WP
9
WealthPLAN Partners
Nebraska
$302K 11,992 -23,268 -66%
TWC
10
TD Waterhouse Canada
Ontario, Canada
$59.9K 2,385 – –
GSWM
11
Golden State Wealth Management
California
$52K 2,064 – –
AF
12
Advisornet Financial
Minnesota
$50.4K 2,000 +2,000 New
UBS Group
13
UBS Group
Switzerland
$24.5K 971 +971 New
CAM
14
Costello Asset Management
Pennsylvania
$18.1K 717 +25 +4%
Wells Fargo
15
Wells Fargo
California
$24 1 +1 New
HNW
16
High Note Wealth
Minnesota
– – -443,675 Closed
NSAM
17
North Star Asset Management
Wisconsin
– – -8,020 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– – -30 Closed