SCUS

Schwab Ultra-Short Income ETF

25 hedge funds and large institutions have $46.3M invested in Schwab Ultra-Short Income ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$30.8M
KFS
2
Kaizen Financial Strategies
California
$1.99M
CIA
3
Concurrent Investment Advisors
Florida
$1.77M
IAS
4
Integrity Advisory Solutions
Texas
$1.75M
Citadel Advisors
5
Citadel Advisors
Florida
$1.65M
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.6M
Mariner
7
Mariner
Kansas
$695K
JCA
8
January Capital Advisors
California
$686K
WA
9
Waverly Advisors
Alabama
$664K
WIM
10
WealthPlan Investment Management
Nebraska
$637K
HFAS
11
Hummer Financial Advisory Services
Illinois
$625K
SAI
12
Savvy Advisors Inc
New York
$571K
Jane Street
13
Jane Street
New York
$550K
CCG
14
Coastwise Capital Group
California
$527K
MCM
15
Mainstream Capital Management
California
$491K
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$416K
SWM
17
Sculati Wealth Management
Michigan
$350K
JIR
18
James Investment Research
Ohio
$338K
TWC
19
TD Waterhouse Canada
Ontario, Canada
$59.9K
GSWM
20
Golden State Wealth Management
California
$52K
ACM
21
Anfield Capital Management
California
$46K
CAM
22
Costello Asset Management
Pennsylvania
$17.5K
VWM
23
Vermillion Wealth Management
Minnesota
$12.5K
WWM
24
Wolff Wiese Magana
California
$2.52K
Wells Fargo
25
Wells Fargo
California
$17