Schwab Ultra-Short Income ETF
SCUS
19 hedge funds and large institutions have $7.12M invested in Schwab Ultra-Short Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
27% more funds holding
Funds holding: 15 → 19 (+4)
2.6% less ownership
Funds ownership: 11.14% → 8.54% (-2.6%)
23% less capital invested
Capital invested by funds: $9.26M → $7.12M (-$2.14M)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$2.1M |
| 2 |
Goldman Sachs
New York
|
+$1.07M |
| 3 |
SAI
Savvy Advisors Inc
New York
|
+$279K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
+$53K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$16.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.27M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.21M |
| 3 |
HFAS
Hummer Financial Advisory Services
Chicago,
Illinois
|
-$327K |
| 4 |
SWM
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
-$321K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$302K |
SCUS Hedge Fund Activity: Q3 2025 in Review
19 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in Schwab Ultra-Short Income ETF (SCUS) for Q3 2025, worth a combined $7.12M — down 23% from $9.26M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SCUS positions and 4 closed out — a net gain of 4 holders — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $2.1M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $2.27M sold.
- 19 institutional investors held Schwab Ultra-Short Income ETF (SCUS) as of Q3 2025, up from 15 in Q2 2025.
- Funds reported $7.12M of Schwab Ultra-Short Income ETF stock for Q3 2025, down 23% quarter-over-quarter.
- 8 funds opened new Schwab Ultra-Short Income ETF positions in Q3 2025 and 4 closed out, a net change of +4 holders.
- The largest Schwab Ultra-Short Income ETF buyer in Q3 2025 was Concurrent Investment Advisors, an estimated $2.1M added.
- The largest Schwab Ultra-Short Income ETF seller in Q3 2025 was Kingsview Wealth Management, an estimated $2.27M sold.
Based on aggregated 13F filings for Q3 2025.