SCUS

Schwab Ultra-Short Income ETF
SCUS

Overview Fund Activity

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.

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

1
HNW
1
High Note Wealth
Minnesota
$6.15M
2
Jane Street
2
Jane Street
New York
$2.7M
3
IFO
3
Intrepid Family Office
Florida
$1.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$771K
5
KWM
5
Kingsview Wealth Management
Oregon
$1.58M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNW
1
High Note Wealth
Minnesota
$6.15M 244,642 +244,642 New
Jane Street
2
Jane Street
New York
$2.7M 107,433 +56,501 +111%
SWM
3
Sculati Wealth Management
Michigan
$1.69M 67,382 +16,623 +33%
KWM
4
Kingsview Wealth Management
Oregon
$1.58M 63,068 +29,026 +85%
IFO
5
Intrepid Family Office
Florida
$1.26M 50,000 +50,000 New
Goldman Sachs
6
Goldman Sachs
New York
$771K 30,700 +30,700 New
WP
7
WealthPLAN Partners
Nebraska
$659K 26,227 +5,393 +26%
CCG
8
Coastwise Capital Group
California
$590K 23,470 +23,470 New
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$486K 19,365 – –
HFAS
10
Hummer Financial Advisory Services
Illinois
$362K 14,400 – –
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$326K 12,975 +12,975 New
WAM
12
Worth Asset Management
Texas
$270K 10,730 +10,730 New
MCM
13
Mainstream Capital Management
California
$260K 10,350 +10,350 New
TWC
14
TD Waterhouse Canada
Ontario, Canada
$59.8K 2,385 +2,385 New
UBS Group
15
UBS Group
Switzerland
$28.9K 1,152 +1,152 New
Citadel Advisors
16
Citadel Advisors
Florida
– – -135,036 Closed
CFGS
17
Concourse Financial Group Securities
Alabama
– – – –