Schwab Ultra-Short Inc. ETFSCUSETF
13F holders, Q1 2025 (March 31)15holders
5new positions
5sold out
1famous investor
$25.19avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding Schwab Ultra-Short Inc. ETF (SCUS) in their 13F filings, unchanged from Q4 2024. 5 opened new positions and 5 sold out. The largest holders were High Note Wealth, LLC ($11.2M), Jane Street Group, LLC ($2.6M) and Kingsview Wealth Management, LLC ($1.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.8M |
| Exits | 5 | $2.8M |
All 13F filers, Q4 2024 → Q1 2025: 321,437 shares bought and 142,491 shares sold, net +178,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| High Note Wealth, LLC | 2.77% | Add +81.4% | 443,675 | $11.2M |
| Jane Street Group, LLC | 0.00% | Reduce -4.6% | 102,443 | $2.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +15.9% | 73,112 | $1.8M |
| Citadel Advisors | 0.00% | New | 60,499 | $1.5M |
| Sculati Wealth Management, LLC | 0.43% | Reduce -37.9% | 41,828 | $1.1M |
| Hummer Financial Advisory Services Inc | 0.82% | Add +179.2% | 40,200 | $1.0M |
| WealthPLAN Partners, LLC | 0.13% | Add +34.4% | 35,260 | $888K |
| Coastwise Capital Group, LLC | 0.59% | Add +19.6% | 28,069 | $707K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.5% | 14,598 | $368K |
| Mainstream Capital Management LLC | 0.21% | No change | 10,350 | $261K |
| North Star Asset Management Inc. | 0.01% | New | 8,020 | $202K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,385 | $60K |
| Golden State Wealth Management, LLC | 0.01% | New | 2,064 | $52K |
| Costello Asset Management, INC | 0.01% | New | 692 | $17K |
| Royal Bank of Canada | 0.00% | New | 30 | $1K |
"% 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.