SCUS

Schwab Ultra-Short Income ETF
SCUS

Overview Fund Activity

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.

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
6
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HNW
1
High Note Wealth
Minnesota
$11.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.52M
3
HFAS
3
Hummer Financial Advisory Services
Illinois
$1.01M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.84M
5
WP
5
WealthPLAN Partners
Nebraska
$888K

Top Sellers

1
IFO
1
Intrepid Family Office
Florida
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
SWM
3
Sculati Wealth Management
Michigan
$1.05M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$0
5
WAM
5
Worth Asset Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNW
1
High Note Wealth
Minnesota
$11.2M 443,675 +199,033 +81%
Jane Street
2
Jane Street
New York
$2.58M 102,443 -4,990 -5%
KWM
3
Kingsview Wealth Management
Oregon
$1.84M 73,112 +10,044 +16%
Citadel Advisors
4
Citadel Advisors
Florida
$1.52M 60,499 +60,499 New
SWM
5
Sculati Wealth Management
Michigan
$1.05M 41,828 -25,554 -38%
HFAS
6
Hummer Financial Advisory Services
Illinois
$1.01M 40,200 +25,800 +179%
WP
7
WealthPLAN Partners
Nebraska
$888K 35,260 +9,033 +34%
CCG
8
Coastwise Capital Group
California
$707K 28,069 +4,599 +20%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$368K 14,598 +1,623 +13%
MCM
10
Mainstream Capital Management
California
$261K 10,350 – –
NSAM
11
North Star Asset Management
Wisconsin
$202K 8,020 +8,020 New
TWC
12
TD Waterhouse Canada
Ontario, Canada
$59.9K 2,385 – –
GSWM
13
Golden State Wealth Management
California
$52K 2,064 +2,064 New
CAM
14
Costello Asset Management
Pennsylvania
$17.4K 692 +692 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1K 30 +30 New
IFO
16
Intrepid Family Office
Florida
– – -50,000 Closed
Goldman Sachs
17
Goldman Sachs
New York
– – -30,700 Closed
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
– – -19,365 Closed
WAM
19
Worth Asset Management
Texas
– – -10,730 Closed
UBS Group
20
UBS Group
Switzerland
– – -1,152 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –