13F Insight
DOSSIER · 13F Holders · Q1 2026
SCUS

SCHWAB ULTRA-SHORT INCOME ETF

32 institutions still hold SCHWAB ULTRA-SHORT INCOME ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524623·32 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$48M
visible holders
Holders
32
filers reporting
Concentration
64.69%
Cambridge Investment Research Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

32 institutions reported SCUS in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 64.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$31M1.2M0.08%Q1 202602
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
CIK 0002016209
$3M2.6M1.42%Q2 202603
Integrity Advisory Solutions, LLC
CIK 0002057931
$2M90K0.23%Q2 202604
Savvy Advisors, Inc.
CIK 0002003633
$1M58K0.03%Q2 202605
CITADEL ADVISORS LLC
CIK 0001423053
$1M57K0.00%Q4 202506
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M51K0.01%Q2 202607
Kaizen Financial Strategies
CIK 0001842013
$1M43K0.35%Q2 202608
Mariner, LLC
CIK 0001373442
$833K33K0.00%Q2 202609
WealthPlan Investment Management, LLC
CIK 0001929986
$806K32K0.04%Q2 202610
Waverly Advisors, LLC
CIK 0001568787
$667K26K0.00%Q2 202611
Hummer Financial Advisory Services Inc
CIK 0001802279
$624K25K0.41%Q2 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$597K24K0.00%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$550K22K0.00%Q1 202614
Coastwise Capital Group, LLC
CIK 0001934500
$524K21K0.30%Q2 202615
JAMES INVESTMENT RESEARCH, INC.
CIK 0000810384
$410K16K0.04%Q2 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$403K16K0.00%Q2 202617
Mainstream Capital Management LLC
CIK 0002043084
$364K14K0.22%Q2 202618
January Capital Advisors LLC
CIK 0001855967
$346K14K0.29%Q2 202619
Sculati Wealth Management, LLC
CIK 0001803397
$322K13K0.11%Q2 202620
AUCTUS ADVISORS LLC
CIK 0002042516
$300K12K0.25%Q2 2026
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