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SCUS

Schwab Ultra-Short Income ETF

20 hedge funds and large institutions have $12.4M invested in Schwab Ultra-Short Income ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $7.12M → $12.4M (+$5.26M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 1920 (+1)

1.05% more ownership

Funds ownership: 5.87%6.92% (+1.1%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.18M +$1.12M +44,368 +105%
CIA
2
Concurrent Investment Advisors
Florida
$2.05M -$49.3K -1,957 -2%
FTUS
3
Flow Traders U.S.
New York
$1.71M +$1.72M +68,087 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.44M +$1.45M +57,342 New
HFAS
5
Hummer Financial Advisory Services
Illinois
$624K
CCG
6
Coastwise Capital Group
California
$607K -$8.8K -349 -1%
WA
7
Waverly Advisors
Alabama
$586K +$587K +23,277 New
WP
8
WealthPLAN Partners
Nebraska
$536K +$537K +21,293 New
MCM
9
Mainstream Capital Management
California
$491K
Jane Street
10
Jane Street
New York
$457K -$420K -16,669 -48%
SAI
11
Savvy Advisors Inc
New York
$441K +$162K +6,418 +58%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$384K -$227 -9 -0.1%
SWM
13
Sculati Wealth Management
Michigan
$363K -$32.1K -1,274 -8%
JIR
14
James Investment Research
Ohio
$296K +$296K +11,761 New
TWC
15
TD Waterhouse Canada
Ontario, Canada
$60.1K
GSWM
16
Golden State Wealth Management
California
$52K
ACM
17
Anfield Capital Management
California
$46K -$7.01K -278 -13%
CAM
18
Costello Asset Management
Pennsylvania
$17.5K +$76 +3 +0.4%
GTAM
19
Global Trust Asset Management
Florida
$12.6K
VWM
20
Vermillion Wealth Management
Minnesota
$12.5K
Wells Fargo
21
Wells Fargo
California
$3 -$25 -1 Closed
AF
22
Advisornet Financial
Minnesota
-$50.5K -2,000 Closed
ASN
23
Advisory Services Network
Georgia
-$10K -397 Closed
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
-$1K -20 Closed

SCUS Hedge Fund Activity: Q4 2025 in Review

20 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Schwab Ultra-Short Income ETF (SCUS) for Q4 2025, worth a combined $12.4M — up 74% from $7.12M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SCUS positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 6 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.72M. The largest seller was Jane Street, cutting an estimated $420K.

  • 20 institutional investors held Schwab Ultra-Short Income ETF (SCUS) as of Q4 2025, up from 19 in Q3 2025.
  • Funds reported $12.4M of Schwab Ultra-Short Income ETF stock for Q4 2025, up 74% quarter-over-quarter.
  • 5 funds opened new Schwab Ultra-Short Income ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest Schwab Ultra-Short Income ETF buyer in Q4 2025 was Flow Traders U.S., an estimated $1.72M added.
  • The largest Schwab Ultra-Short Income ETF seller in Q4 2025 was Jane Street, an estimated $420K sold.

Based on aggregated 13F filings for Q4 2025.