Schwab Ultra-Short Inc ETF (SCUS)

CUSIP: 808524623 | NYSE | 52 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Cambridge Investment Research Advisors, Inc.743,061

0.0% of portfolio$18.7K

Kaizen Financial Strategies152,193

1.5% of portfolio$3.8M

Integrity Advisory Solutions, LLC132,137

0.3% of portfolio$3.3M

Concurrent Investment Advisors, LLC49,708

0.0% of portfolio$1.2M

WealthPlan Investment Management, LLC35,247

0.0% of portfolio$885.1K

Hummer Financial Advisory Services Inc24,800

0.4% of portfolio$622.7K

James Investment Research, Inc.16,844

0.0% of portfolio$423.0K

Wealth Enhancement Advisory Services, LLC16,038

0.0% of portfolio$401.6K

Grandview Asset Management LLC14,464

0.1% of portfolio$363.2K

Mainstream Capital Management LLC14,441

0.2% of portfolio$362.6K

Mann Financial Group, Inc.13,353

0.3% of portfolio$335.3K

Sculati Wealth Management, LLC12,573

0.1% of portfolio$315.0K

Auctus Advisors LLC11,928

0.2% of portfolio$299.5K

Brookstone Capital Management10,079

0.0% of portfolio$253.1K

EverSource Wealth Advisors, LLC10,060

0.0% of portfolio$252.6K

Equitable Trust Co10,000

0.0% of portfolio$251.1K

0.0% of portfolio$134.4K

TD Waterhouse Canada Inc.2,385

0.0% of portfolio$59.7K

Golden State Wealth Management, LLC2,064

0.0% of portfolio$51.8K

Costello Asset Management, Inc695

0.0% of portfolio$17.5K

Wolff Wiese Magana LLC102

0.0% of portfolio$2.6K

				Style	Turnover	Location	Filed
Cambridge Investment Research Advisors, Inc.	743,061	$18.7K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Kaizen Financial Strategies	152,193	$3.8M	1.5%	ETF	Medium	Campbell, CA	2026-10-09
Integrity Advisory Solutions, LLC	132,137	$3.3M	0.3%	ETF	Medium	Dallas, TX	2026-10-29
Concurrent Investment Advisors, LLC	49,708	$1.2M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
WealthPlan Investment Management, LLC	35,247	$885.1K	0.0%	Growth	Medium	Omaha, NE	2026-10-15
Hummer Financial Advisory Services Inc	24,800	$622.7K	0.4%	Core	Very Low	Chicago, IL	2026-10-09
James Investment Research, Inc.	16,844	$423.0K	0.0%	Core	Low	Alpha, OH	2026-10-22
Wealth Enhancement Advisory Services, LLC	16,038	$401.6K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Grandview Asset Management LLC	14,464	$363.2K	0.1%	Agg Growth	Low	Harrisburg, PA	2026-10-19
Mainstream Capital Management LLC	14,441	$362.6K	0.2%	Growth	Low	Los Angeles, CA	2026-10-23
Mann Financial Group, Inc.	13,353	$335.3K	0.3%	ETF	Low	Detroit Lakes, MN	2026-10-15
Sculati Wealth Management, LLC	12,573	$315.0K	0.1%	Core	Low	Bloomfield Hills, MI	2026-10-19
Auctus Advisors LLC	11,928	$299.5K	0.2%	ETF	Low	Charlotte, NC	2026-10-23
Brookstone Capital Management	10,079	$253.1K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
EverSource Wealth Advisors, LLC	10,060	$252.6K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Equitable Trust Co	10,000	$251.1K	0.0%	Core	Low	Nashville, TN	2026-10-13
Trust Co	5,353	$134.4K	0.0%	ETF	Very Low	Manhattan, KS	2026-10-09
TD Waterhouse Canada Inc.	2,385	$59.7K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Golden State Wealth Management, LLC	2,064	$51.8K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Costello Asset Management, Inc	695	$17.5K	0.0%	Core	Low	Feasterville, PA	2026-10-30
Wolff Wiese Magana LLC	102	$2.6K	0.0%	Growth	Low	Carslbad, CA	2026-10-15