Schwab Ultra-Short Inc. ETFSCUSETF
13F holders, Q2 2026 (June 30)31holders +6
8new positions
1sold out
1famous investor
$11.26avg. 13F price*
At the end of Q2 2026, 31 institutions reported holding Schwab Ultra-Short Inc. ETF (SCUS) in their 13F filings, up 6 from Q1 2026. 8 opened new positions and 1 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($26.1M), Citadel Advisors ($6.9M) and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Ultra-Short Inc. ETF
- CUSIP
- 808524623
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.5M |
| Exits | 1 | $1.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,937,410 shares bought and 324,988 shares sold, net +2,612,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -15.2% | 1,037,220 | $26.1M |
| Citadel Advisors | 0.00% | Add +316.7% | 272,901 | $6.9M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1.42% | New | 2,560,979 | $2.6M |
| Integrity Advisory Solutions, LLC | 0.23% | Add +28.6% | 89,567 | $2.3M |
| Savvy Advisors, Inc. | 0.03% | Add +153.9% | 57,581 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -27.7% | 50,919 | $1.3M |
| Kaizen Financial Strategies | 0.43% | Reduce -45.8% | 42,874 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +92.9% | 42,115 | $1.1M |
| Mariner, LLC | 0.00% | Add +20.0% | 33,097 | $833K |
| WealthPlan Investment Management, LLC | 0.04% | Add +26.8% | 32,022 | $806K |
| Waverly Advisors, LLC | 0.00% | Add +0.5% | 26,490 | $667K |
| Hummer Financial Advisory Services Inc | 0.41% | No change | 24,800 | $624K |
| Susquehanna International Group, LLP | 0.00% | New | 23,733 | $597K |
| Coastwise Capital Group, LLC | 0.30% | Reduce -0.4% | 20,810 | $524K |
| James Investment Research, Inc. | 0.04% | Add +21.4% | 16,294 | $410K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.0% | 16,038 | $403K |
| Mainstream Capital Management LLC | 0.22% | Reduce -25.9% | 14,441 | $364K |
| January Capital Advisors LLC | 0.29% | Reduce -49.5% | 13,741 | $346K |
| HRT Financial LP | 0.00% | New | 13,722 | $345K |
| Sculati Wealth Management, LLC | 0.11% | Reduce -7.9% | 12,790 | $322K |
| Auctus Advisors LLC | 0.25% | New | 11,928 | $300K |
| Equitable Trust Co. | 0.01% | New | 10,000 | $252K |
| Focus Partners Wealth | 0.00% | New | 9,994 | $252K |
| Mann Financial Group, Inc. | 0.19% | New | 9,000 | $227K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,385 | $60K |
| Golden State Wealth Management, LLC | 0.00% | No change | 2,064 | $52K |
| Costello Asset Management, INC | 0.01% | No change | 695 | $17K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 497 | $13K |
| Princeton Global Asset Management LLC | 0.00% | New | 207 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Add +1.0% | 101 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $24 |
"% of holder's portfolio" is SCUS's weight in each manager's 13F, not the share of Schwab Ultra-Short Inc. ETF the manager owns.