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SCUS

Schwab Ultra-Short Income ETF

25 hedge funds and large institutions have $46.3M invested in Schwab Ultra-Short Income ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more capital invested

Capital invested by funds: $12.4M → $46.3M (+$34M)

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

25% more funds holding

Funds holding: 2025 (+5)

13.73% more ownership

Funds ownership: 6.92%20.66% (+14%)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$30.8M +$30.8M +1,222,562 New
KFS
2
Kaizen Financial Strategies
California
$1.99M +$1.99M +79,122 New
CIA
3
Concurrent Investment Advisors
Florida
$1.77M -$275K -10,892 -13%
IAS
4
Integrity Advisory Solutions
Texas
$1.75M +$1.75M +69,618 New
Citadel Advisors
5
Citadel Advisors
Florida
$1.65M +$205K +8,147 +14%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.6M +$1.6M +63,650 New
Mariner
7
Mariner
Kansas
$695K +$695K +27,572 New
JCA
8
January Capital Advisors
California
$686K +$687K +27,238 New
WA
9
Waverly Advisors
Alabama
$664K +$77.6K +3,079 +13%
WIM
10
WealthPlan Investment Management
Nebraska
$637K +$637K +25,262 New
HFAS
11
Hummer Financial Advisory Services
Illinois
$625K
SAI
12
Savvy Advisors Inc
New York
$571K +$131K +5,181 +30%
Jane Street
13
Jane Street
New York
$550K +$92.7K +3,679 +20%
CCG
14
Coastwise Capital Group
California
$527K -$80.6K -3,196 -13%
MCM
15
Mainstream Capital Management
California
$491K
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$416K +$33.1K +1,315 +9%
SWM
17
Sculati Wealth Management
Michigan
$350K -$12.9K -511 -4%
JIR
18
James Investment Research
Ohio
$338K +$41.7K +1,656 +14%
TWC
19
TD Waterhouse Canada
Ontario, Canada
$59.9K
GSWM
20
Golden State Wealth Management
California
$52K
ACM
21
Anfield Capital Management
California
$46K
CAM
22
Costello Asset Management
Pennsylvania
$17.5K
VWM
23
Vermillion Wealth Management
Minnesota
$12.5K
WWM
24
Wolff Wiese Magana
California
$2.52K +$2.52K +100 New
Wells Fargo
25
Wells Fargo
California
$17 +$25 +1 New

SCUS Hedge Fund Activity: Q1 2026 in Review

25 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Schwab Ultra-Short Income ETF (SCUS) for Q1 2026, worth a combined $46.3M — up 274% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SCUS positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $30.8M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.18M sold.

  • 25 institutional investors held Schwab Ultra-Short Income ETF (SCUS) as of Q1 2026, up from 20 in Q4 2025.
  • Funds reported $46.3M of Schwab Ultra-Short Income ETF stock for Q1 2026, up 274% quarter-over-quarter.
  • 9 funds opened new Schwab Ultra-Short Income ETF positions in Q1 2026 and 4 closed out, a net change of +5 holders.
  • The largest Schwab Ultra-Short Income ETF buyer in Q1 2026 was Cambridge Investment Research Advisors, an estimated $30.8M added.
  • The largest Schwab Ultra-Short Income ETF seller in Q1 2026 was Goldman Sachs, an estimated $2.18M sold.

Based on aggregated 13F filings for Q1 2026.