SCUS institutional holders

Schwab Ultra-Short Income ETF · 32 reporting institutions · $23.7M reported value

Funds that can replace SCUS · SCUS return decomposition

Institutional holdings

Institutions reporting SCUS, largest first
InstitutionReported positionAdvisors at firmReport period
Citadel Advisors LLC$6.9M02026-06-30
Shepherd Wealth Management$2.6M42026-06-30
Integrity Advisory Solutions, LLC$2.3M1272026-06-30
Savvy Advisors, Inc.$1.4M2142026-06-30
Concurrent Investment Advisors, LLC$1.3M3492026-06-30
Kaizen Financial Strategies, LLC$1.1M52026-06-30
Jane Street Group, LLC$1.1M02026-06-30
Mariner, LLC$833.2K02026-06-30
Wealthplan Investment Management, LLC$806.2K292026-06-30
Waverly Advisors, LLC$666.9K2312026-06-30
Hummer Financial Advisory Services Inc$624.3K12026-06-30
Susquehanna International Group, LLP$597.5K02026-06-30
Coastwise Capital Group, LLC$523.9K42026-06-30
James Investment Research Inc$410.2K82026-06-30
Wealth Enhancement Advisory Services, LLC$402.9K1,0262026-06-30
Mainstream Capital Management LLC$363.6K22026-06-30
January Capital Advisors LLC$345.9K02026-06-30
Sculati Wealth Management, LLC$321.7K42026-06-30
Auctus Advisors LLC$300.3K22026-06-30
Equitable Trust Co$251.8K02026-06-30
Focus Partners Wealth$251.6K1,0482026-06-30
Mann Financial Group, Inc.$226.6K22026-06-30
TD Waterhouse Canada Inc.$59.9K02026-06-30
Golden State Wealth Management, LLC$52K472026-06-30
Anfield Capital Management, LLC$46K02026-03-31
Cambridge Investment Research Advisors, Inc.$30.8K3,9402026-03-31
Costello Asset Management, Inc.$17.5K22026-06-30
Vermillion Wealth Management, Inc.$12.5K42026-06-30
Princeton Global Asset Management LLC$5.2K172026-06-30
Wolff Wiese Magana LLC$2.5K42026-06-30
Hrt Financial LP$34502026-06-30
Wells Fargo & Company/mn$2402026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30