Schwab Ultra-Short Inc. ETFSCUSETF
13F holders, Q2 2025 (June 30)15holders
3new positions
3sold out
1famous investor
$25.19avg. 13F price*
At the end of Q2 2025, 15 institutions reported holding Schwab Ultra-Short Inc. ETF (SCUS) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 3 sold out. The largest holders were Kingsview Wealth Management, LLC ($2.3M), Citadel Advisors ($2.2M) and Jane Street Group, LLC ($1.1M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $75K |
| Exits | 3 | $11.4M |
All 13F filers, Q1 2025 → Q2 2025: 56,268 shares bought and 551,844 shares sold, net −495,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Kingsview Wealth Management, LLC | 0.04% | Add +23.2% | 90,055 | $2.3M |
| Citadel Advisors | 0.00% | Add +45.0% | 87,694 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -57.0% | 44,058 | $1.1M |
| Hummer Financial Advisory Services Inc | 0.72% | Reduce -6.0% | 37,800 | $952K |
| Sculati Wealth Management, LLC | 0.27% | Reduce -32.0% | 28,439 | $716K |
| Coastwise Capital Group, LLC | 0.51% | Reduce -9.5% | 25,401 | $640K |
| Mainstream Capital Management LLC | 0.36% | Add +88.2% | 19,483 | $491K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 14,589 | $366K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -66.0% | 11,992 | $302K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,385 | $60K |
| Golden State Wealth Management, LLC | 0.01% | No change | 2,064 | $52K |
| AdvisorNet Financial, Inc | 0.00% | New | 2,000 | $50K |
| UBS Group AG | 0.00% | New | 971 | $24K |
| Costello Asset Management, INC | 0.01% | Add +3.6% | 717 | $18K |
| Wells Fargo & Company | 0.00% | New | 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.