SCUS

Schwab Ultra-Short Inc ETFETF
UnclassifiedUSCUSIP 808524623◍ Confluence graph
Tracked 13F Holders
26
-3 QoQ
13F Value (tracked)
$14.7M
13F Moves · latest Q
10 added
4 trimmed
Recent Filings
0

Who owns SCUS?

26 tracked 13F filers

26 tracked 13F filers disclose a position in SCUS as of the latest SEC 13F filings, a combined $14.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Withheld
2.6M
New
+2.6M sh
Q2 2026
2Integrity Advisory Solutions, LLC
$2.3M
90K
+29%
Added · +20K sh
Q2 2026
3CITADEL ADVISORS LLC
$1.7M
65K
+14%
Added · +8K sh
Q1 2026
4Corient Private Wealth LLC
$1.6M
64K
New
+64K sh
Q1 2026
5Concurrent Investment Advisors, LLC
$1.3M
51K
−28%
Reduced · −20K sh
Q2 2026
6Kaizen Financial Strategies
$1.1M
43K
−46%
Reduced · −36K sh
Q2 2026
7WealthPlan Investment Management, LLC
$806K
32K
+27%
Added · +7K sh
Q2 2026
8Mariner, LLC
$695K
28K
−6.2%
Reduced · −2K sh
Q1 2026
9Waverly Advisors, LLC
$664K
26K
+13%
Added · +3K sh
Q1 2026
10Hummer Financial Advisory Services Inc
$624K
25K
Held
Q2 2026
11Savvy Advisors, Inc.
$571K
23K
+30%
Added · +5K sh
Q1 2026
12JANE STREET GROUP, LLC
$550K
22K
+20%
Added · +4K sh
Q1 2026
13Coastwise Capital Group, LLC
$524K
21K
−0.4%
Reduced · −93 sh
Q2 2026
14JAMES INVESTMENT RESEARCH, INC.
$410K
16K
+21%
Added · +3K sh
Q2 2026
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$403K
16K
−3.0%
Reduced · −500 sh
Q2 2026
16Mainstream Capital Management LLC
$364K
14K
−26%
Reduced · −5K sh
Q2 2026
17Sculati Wealth Management, LLC
$322K
13K
−7.9%
Reduced · −1K sh
Q2 2026
18AUCTUS ADVISORS LLC
$300K
12K
New
+12K sh
Q2 2026
19EQUITABLE TRUST CO
$252K
10K
New
+10K sh
Q2 2026
20Mann Financial Group, Inc.
$227K
9K
New
+9K sh
Q2 2026
21TD Waterhouse Canada Inc.
$60K
2K
Held
Q2 2026
22Golden State Wealth Management, LLC
$52K
2K
Held
Q2 2026
23Vermillion Wealth Management, Inc.
$13K
497
Held
Q2 2026
24Princeton Global Asset Management LLC
$5K
207
New
+207 sh
Q2 2026
25WOLFF WIESE MAGANA LLC
$3K
101
+1.0%
Added · +1 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SCUS being bought or sold by institutions?

Last quarter, 3 funds opened a new position in SCUS and 7 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
7
funds
Reduced
4
funds
Exited
0
funds

Funds that own SCUS also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA15 funds$4.1B
APPLE INCAAPL15 funds$2.3B
AMAZON.COM INCAMZN15 funds$2.1B
MICROSOFT CORPMSFT15 funds$1.6B
ISHARES CORE S&P 500 ETFIVV14 funds$3.9B
ALPHABET INC-CL AGOOGL14 funds$1.3B
JPMORGAN CHASE & COJPM14 funds$992.6M
TESLA INCTSLA14 funds$874.3M
INVESCO QQQ TRUST SERIES 1QQQ14 funds$319.0M
BROADCOM INCAVGO13 funds$1.3B
META PLATFORMS INC-CLASS AMETA13 funds$1.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B13 funds$800.2M

Ranked by how many of SCUS's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

18 funds+11 since Q3 2024
01121Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $9.0M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for SCUS

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Ask your agent what changed in SCUS

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SCUS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SCUS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SCUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.