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Schwab Ultra-Short Inc ETF (SCUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares743,061 from 1,037,220
Change-294,159 (-28%)
Value$18.7K (-$26.1M)
Filed 2026-11-02
Kaizen Financial Strategies
INCREASED
Shares152,193 from 42,874
Change+109,319 (+255%)
Value$3.8M (+$2.7M)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares132,137 from 89,567
Change+42,570 (+48%)
Value$3.3M (+$1.1M)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
DECREASED
Shares49,708 from 50,919
Change-1,211 (-2%)
Value$1.2M (-$33.7K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
INCREASED
Shares35,247 from 32,022
Change+3,225 (+10%)
Value$885.1K (+$78.9K)
Filed 2026-10-15
Hummer Financial Advisory Services Inc
UNCHANGED
Shares24,800 from 24,800
Change0 (0%)
Value$622.7K (-$1.6K)
Filed 2026-10-09
James Investment Research, Inc.
INCREASED
Shares16,844 from 16,294
Change+550 (+3%)
Value$423.0K (+$12.8K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares16,038 from 16,038
Change0 (0%)
Value$401.6K (-$1.3K)
Filed 2026-10-13
Grandview Asset Management LLC
NEW
Shares14,464
Change+14,464
Value$363.2K
Filed 2026-10-19
Mainstream Capital Management LLC
UNCHANGED
Shares14,441 from 14,441
Change0 (0%)
Value$362.6K (-$938)
Filed 2026-10-23
Mann Financial Group, Inc.
INCREASED
Shares13,353 from 9,000
Change+4,353 (+48%)
Value$335.3K (+$108.7K)
Filed 2026-10-15
Sculati Wealth Management, LLC
DECREASED
Shares12,573 from 12,790
Change-217 (-2%)
Value$315.0K (-$6.7K)
Filed 2026-10-19
Auctus Advisors LLC
UNCHANGED
Shares11,928 from 11,928
Change0 (0%)
Value$299.5K (-$775)
Filed 2026-10-23
Brookstone Capital Management
NEW
Shares10,079
Change+10,079
Value$253.1K
Filed 2026-10-22
EverSource Wealth Advisors, LLC
NEW
Shares10,060
Change+10,060
Value$252.6K
Filed 2026-11-04
Equitable Trust Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$251.1K (-$650)
Filed 2026-10-13
LPL Financial LLC
NEW
Shares9,415
Change+9,415
Value$236.4K
Filed 2026-11-06
Trust Co
NEW
Shares5,353
Change+5,353
Value$134.4K
Filed 2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED
Shares2,385 from 2,385
Change0 (0%)
Value$59.7K (-$167)
Filed 2026-10-16
Golden State Wealth Management, LLC
UNCHANGED
Shares2,064 from 2,064
Change0 (0%)
Value$51.8K (-$134)
Filed 2026-11-02
Costello Asset Management, Inc
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$17.5K (-$46)
Filed 2026-10-30
Wolff Wiese Magana LLC
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$2.6K (+$18)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 497
Change-497 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-26
Princeton Global Asset Management LLC
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-21
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 2,560,979
Change-2,560,979 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 272,901
Change-272,901 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 57,581
Change-57,581 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 42,115
Change-42,115 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,097
Change-33,097 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 26,490
Change-26,490 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,733
Change-23,733 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 20,810
Change-20,810 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 13,741
Change-13,741 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,722
Change-13,722 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,994
Change-9,994 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED743,0611,037,220-294,159-28%$26.1M$18.7K-$26.1M2026-11-02
Kaizen Financial Strategies
INCREASED152,19342,874+109,319+255%$1.1M$3.8M+$2.7M2026-10-09
Integrity Advisory Solutions, LLC
INCREASED132,13789,567+42,570+48%$2.3M$3.3M+$1.1M2026-10-29
Concurrent Investment Advisors, LLC
DECREASED49,70850,919-1,211-2%$1.3M$1.2M-$33.7K2026-10-16
WealthPlan Investment Management, LLC
INCREASED35,24732,022+3,225+10%$806.2K$885.1K+$78.9K2026-10-15
Hummer Financial Advisory Services Inc
UNCHANGED24,80024,80000%$624.3K$622.7K-$1.6K2026-10-09
James Investment Research, Inc.
INCREASED16,84416,294+550+3%$410.2K$423.0K+$12.8K2026-10-22
Wealth Enhancement Advisory Services, LLC
UNCHANGED16,03816,03800%$402.9K$401.6K-$1.3K2026-10-13
Grandview Asset Management LLC
NEW14,464—+14,464——$363.2K—2026-10-19
Mainstream Capital Management LLC
UNCHANGED14,44114,44100%$363.6K$362.6K-$9382026-10-23
Mann Financial Group, Inc.
INCREASED13,3539,000+4,353+48%$226.6K$335.3K+$108.7K2026-10-15
Sculati Wealth Management, LLC
DECREASED12,57312,790-217-2%$321.7K$315.0K-$6.7K2026-10-19
Auctus Advisors LLC
UNCHANGED11,92811,92800%$300.3K$299.5K-$7752026-10-23
Brookstone Capital Management
NEW10,079—+10,079——$253.1K—2026-10-22
EverSource Wealth Advisors, LLC
NEW10,060—+10,060——$252.6K—2026-11-04
Equitable Trust Co
UNCHANGED10,00010,00000%$251.8K$251.1K-$6502026-10-13
LPL Financial LLC
NEW9,415—+9,415——$236.4K—2026-11-06
Trust Co
NEW5,353—+5,353——$134.4K—2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED2,3852,38500%$59.9K$59.7K-$1672026-10-16
Golden State Wealth Management, LLC
UNCHANGED2,0642,06400%$52.0K$51.8K-$1342026-11-02
Costello Asset Management, Inc
UNCHANGED69569500%$17.5K$17.5K-$462026-10-30
Wolff Wiese Magana LLC
INCREASED102101+1+1%$2.5K$2.6K+$182026-10-15
Vermillion Wealth Management, Inc.
CLOSED0497-497-100%$12.5K$0-$12.5K2026-10-26
Princeton Global Asset Management LLC
CLOSED0207-207-100%$5.2K$0-$5.2K2026-10-21
Shepherd Wealth Management Ltd Liability Co
N/A—2,560,979-2,560,979-100%$2.6M———
Citadel Advisors LLC
N/A—272,901-272,901-100%$6.9M———
Savvy Advisors, Inc.
N/A—57,581-57,581-100%$1.4M———
Jane Street Group, LLC
N/A—42,115-42,115-100%$1.1M———
Mariner, LLC
N/A—33,097-33,097-100%$833.2K———
Waverly Advisors, LLC
N/A—26,490-26,490-100%$666.9K———
Susquehanna International Group, LLP
N/A—23,733-23,733-100%$597.5K———
Coastwise Capital Group, LLC
N/A—20,810-20,810-100%$523.9K———
January Capital Advisors LLC
N/A—13,741-13,741-100%$345.9K———
HRT Financial LP
N/A—13,722-13,722-100%$345.0K———
Focus Partners Wealth
N/A—9,994-9,994-100%$251.6K———
Wells Fargo & Company
N/A—1-1-100%$24———
Showing 36 of 36 institutions