Schwab Ultra-Short Inc. ETFSCUSETF

13F holders, Q1 2026 (March 31)
25holders +5
7new positions
4sold out
1famous investor
$25.20avg. 13F price*

At the end of Q1 2026, 25 institutions reported holding Schwab Ultra-Short Inc. ETF (SCUS) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 4 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($30.8M), Kaizen Financial Strategies ($2.0M) and Concurrent Investment Advisors, 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

010203040 Q3 2024: 7Q3 2024Q4 2024: 15Q4 2024Q1 2025: 15Q1 2025Q2 2025: 15Q2 2025Q3 2025: 19Q3 2025Q4 2025: 20Q4 2025Q1 2026: 25Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$37.5M
Exits4$4.4M

All 13F filers, Q4 2025 → Q1 2026: 1,510,944 shares bought and 191,194 shares sold, net +1,319,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders
Cambridge Investment Research Advisors, Inc. 0.08% New 1,222,562 $30.8M
Kaizen Financial Strategies 0.85% New 79,122 $2.0M
Concurrent Investment Advisors, LLC 0.02% Reduce -13.4% 70,434 $1.8M
Integrity Advisory Solutions, LLC 0.23% New 69,618 $1.8M
Citadel Advisors 0.00% Add +14.2% 65,489 $1.7M
Corient Private Wealth LP 0.00% New 63,650 $1.6M
Mariner, LLC 0.00% New 27,572 $695K
January Capital Advisors LLC 0.93% — 27,238 $686K
Waverly Advisors, LLC 0.01% Add +13.2% 26,356 $664K
WealthPlan Investment Management, LLC 0.04% New 25,262 $637K
Hummer Financial Advisory Services Inc 0.44% No change 24,800 $625K
Savvy Advisors, Inc. 0.02% Add +29.6% 22,678 $571K
Jane Street Group, LLC 0.00% Add +20.3% 21,829 $550K
Coastwise Capital Group, LLC 0.29% Reduce -13.3% 20,903 $527K
Mainstream Capital Management LLC 0.33% No change 19,483 $491K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.6% 16,538 $416K
Sculati Wealth Management, LLC 0.13% Reduce -3.5% 13,891 $350K
James Investment Research, Inc. 0.04% Add +14.1% 13,417 $338K
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% No change 1,826 $46K
Costello Asset Management, INC 0.01% No change 695 $18K
Vermillion Wealth Management, Inc. 0.01% No change 497 $13K
Wolff Wiese Magana LLC 0.00% New 100 $3K
Wells Fargo & Company 0.00% Add +0.0% 1 $17

"% 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.