Schwab Ultra-Short Income ETF
SCUS
15 hedge funds and large institutions have $21.7M invested in Schwab Ultra-Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
27% more capital invested
Capital invested by funds: $17.2M → $21.7M (+$4.56M)
2.54% more ownership
Funds ownership: 24.44% → 26.98% (+2.5%)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNW
High Note Wealth
Deephaven,
Minnesota
|
+$5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.52M |
| 3 |
HFAS
Hummer Financial Advisory Services
Chicago,
Illinois
|
+$649K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$253K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFO
Intrepid Family Office
Sarasota,
Florida
|
-$1.26M |
| 2 |
Goldman Sachs
New York
|
-$771K |
| 3 |
SWM
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
-$643K |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$486K |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$270K |
SCUS Hedge Fund Activity: Q1 2025 in Review
15 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Schwab Ultra-Short Income ETF (SCUS) for Q1 2025, worth a combined $21.7M — up 27% from $17.2M a quarter earlier.
Fund positioning in SCUS was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was High Note Wealth, adding an estimated $5M. The largest seller was Intrepid Family Office, exiting entirely with an estimated $1.26M sold.
- 15 institutional investors held Schwab Ultra-Short Income ETF (SCUS) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $21.7M of Schwab Ultra-Short Income ETF stock for Q1 2025, up 27% quarter-over-quarter.
- 5 funds opened new Schwab Ultra-Short Income ETF positions in Q1 2025 and 5 closed out, a net change of 0 holders.
- The largest Schwab Ultra-Short Income ETF buyer in Q1 2025 was High Note Wealth, an estimated $5M added.
- The largest Schwab Ultra-Short Income ETF seller in Q1 2025 was Intrepid Family Office, an estimated $1.26M sold.
Based on aggregated 13F filings for Q1 2025.