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SCUS

Schwab Ultra-Short Income ETF
SCUS

15 hedge funds and large institutions have $17.2M invested in Schwab Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

114% more funds holding

Funds holding: 7 → 15 (+8)

109% more capital invested

Capital invested by funds: $8.22M → $17.2M (+$8.97M)

6.36% more ownership

Funds ownership: 18.08% → 24.44% (+6.4%)

Holders
15
Holders Change
+8
Holders Change %
+114.29%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HNW
High Note Wealth
Minnesota
+$6.15M
2
Jane Street
Jane Street
New York
+$1.42M
3
Goldman Sachs
Goldman Sachs
New York
+$771K
4
KWM
Kingsview Wealth Management
Oregon
+$729K
5
CCG
Coastwise Capital Group
California
+$590K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1
High Note Wealth
Minnesota
$6.15M +$6.15M +244,642 New
Jane Street
2
Jane Street
New York
$2.7M +$1.42M +56,501 +111%
SWM
3
Sculati Wealth Management
Michigan
$1.69M +$418K +16,623 +33%
KWM
4
Kingsview Wealth Management
Oregon
$1.58M +$729K +29,026 +85%
IFO
5
Intrepid Family Office
Florida
$1.26M +$1.26M +50,000 New
Goldman Sachs
6
Goldman Sachs
New York
$771K +$771K +30,700 New
WP
7
WealthPLAN Partners
Nebraska
$659K +$136K +5,393 +26%
CCG
8
Coastwise Capital Group
California
$590K +$590K +23,470 New
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$486K – – –
HFAS
10
Hummer Financial Advisory Services
Illinois
$362K – – –
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$326K +$326K +12,975 New
WAM
12
Worth Asset Management
Texas
$270K +$270K +10,730 New
MCM
13
Mainstream Capital Management
California
$260K +$260K +10,350 New
TWC
14
TD Waterhouse Canada
Ontario, Canada
$59.8K +$59.9K +2,385 New
UBS Group
15
UBS Group
Switzerland
$28.9K +$28.9K +1,152 New
Citadel Advisors
16
Citadel Advisors
Florida
– -$3.41M -135,036 Closed

SCUS Hedge Fund Activity: Q4 2024 in Review

15 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Ultra-Short Income ETF (SCUS) for Q4 2024, worth a combined $17.2M — up 109% from $8.22M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SCUS positions and 1 closed out — a net gain of 8 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was High Note Wealth, opening a new position worth an estimated $6.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.41M sold.

  • 15 institutional investors held Schwab Ultra-Short Income ETF (SCUS) as of Q4 2024, up from 7 in Q3 2024.
  • Funds reported $17.2M of Schwab Ultra-Short Income ETF stock for Q4 2024, up 109% quarter-over-quarter.
  • 9 funds opened new Schwab Ultra-Short Income ETF positions in Q4 2024 and 1 closed out, a net change of +8 holders.
  • The largest Schwab Ultra-Short Income ETF buyer in Q4 2024 was High Note Wealth, an estimated $6.15M added.
  • The largest Schwab Ultra-Short Income ETF seller in Q4 2024 was Citadel Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q4 2024.