Schwab Ultra-Short Inc. ETFSCUSETF
13F holders, Q4 2025 (December 31)20holders +1
5new positions
3sold out
1famous investor
$25.18avg. 13F price*
At the end of Q4 2025, 20 institutions reported holding Schwab Ultra-Short Inc. ETF (SCUS) in their 13F filings, up 1 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were Goldman Sachs Group Inc. ($2.2M), Concurrent Investment Advisors, LLC ($2.0M) and Flow Traders U.S. LLC ($1.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.6M |
| Exits | 3 | $62K |
All 13F filers, Q3 2025 → Q4 2025: 232,549 shares bought and 22,954 shares sold, net +209,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Goldman Sachs Group Inc. | 0.00% | Add +104.8% | 86,715 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -2.4% | 81,326 | $2.0M |
| Flow Traders U.S. LLC | 0.06% | New | 68,087 | $1.7M |
| Citadel Advisors | 0.00% | New | 57,342 | $1.4M |
| Hummer Financial Advisory Services Inc | 0.44% | No change | 24,800 | $624K |
| Coastwise Capital Group, LLC | 0.31% | Reduce -1.4% | 24,099 | $607K |
| Waverly Advisors, LLC | 0.00% | New | 23,277 | $586K |
| WealthPLAN Partners, LLC | 0.08% | New | 21,293 | $536K |
| Mainstream Capital Management LLC | 0.32% | No change | 19,483 | $491K |
| Jane Street Group, LLC | 0.00% | Reduce -47.9% | 18,150 | $457K |
| Savvy Advisors, Inc. | 0.01% | Add +57.9% | 17,497 | $441K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 15,223 | $384K |
| Sculati Wealth Management, LLC | 0.13% | Reduce -8.1% | 14,402 | $363K |
| James Investment Research, Inc. | 0.03% | New | 11,761 | $296K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,385 | $60K |
| Golden State Wealth Management, LLC | 0.01% | No change | 2,064 | $52K |
| Anfield Capital Management, LLC | 0.01% | Reduce -13.2% | 1,826 | $46K |
| Costello Asset Management, INC | 0.01% | Add +0.4% | 695 | $18K |
| Global Trust Asset Management, LLC | 0.01% | No change | 500 | $13K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 497 | $13K |
"% 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.