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SCUS

Schwab Ultra-Short Income ETF

7 hedge funds and large institutions have $8.22M invested in Schwab Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

18.08% more ownership

Funds ownership: 0%18.08% (+18%)

Holders
7
Holders Change
+7
Holders Change %
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$3.41M +$3.4M +135,036 New
Jane Street
2
Jane Street
New York
$1.29M +$1.28M +50,932 New
SWM
3
Sculati Wealth Management
Michigan
$1.28M +$1.28M +50,759 New
KWM
4
Kingsview Wealth Management
Oregon
$860K +$856K +34,042 New
WP
5
WealthPLAN Partners
Nebraska
$526K +$524K +20,834 New
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$489K +$487K +19,365 New
HFAS
7
Hummer Financial Advisory Services
Illinois
$364K +$362K +14,400 New

SCUS Hedge Fund Activity: Q3 2024 in Review

7 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Ultra-Short Income ETF (SCUS) for Q3 2024, worth a combined $8.22M.

Buyers outnumbered sellers: 7 funds opened new SCUS positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.4M.

  • 7 institutional investors held Schwab Ultra-Short Income ETF (SCUS) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $8.22M of Schwab Ultra-Short Income ETF stock for Q3 2024.
  • 7 funds opened new Schwab Ultra-Short Income ETF positions in Q3 2024 and 0 closed out, a net change of +7 holders.
  • The largest Schwab Ultra-Short Income ETF buyer in Q3 2024 was Citadel Advisors, an estimated $3.4M added.

Based on aggregated 13F filings for Q3 2024.