SCUS Institutional Ownership & Shareholders
SCHWAB ULTRA-SHORT INC ETF (SCUS) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.74M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Citadel Advisors Llc is currently the largest disclosed institutional shareholder of SCUS tracked by InsiderSet, reporting ownership valued at approximately $6.87M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.86M, representing an estimated loss of -0.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed SCUS value among the investors covered in this analysis. Major shareholders include Citadel Advisors Llc, Kaizen Financial Strategies, Integrity Advisory Solutions, Llc, and several other long-term asset managers with concentrated positions in SCHWAB ULTRA-SHORT INC ETF (SCUS).
This page ranks the largest institutional SCUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$28.74M
Largest Holder
Citadel Advisors Llc
Largest Position
$6.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | 0.00% | 272,901 | $6,870,283 | $6,855,273 | -$15,010 | -0.22% | |
| Kaizen Financial Strategies | 1.50% | 152,193 | $3,821,566 | $3,823,088 | +$1,522 | +0.04% | |
| Integrity Advisory Solutions, Llc | 0.35% | 132,137 | $3,317,980 | $3,319,281 | +$1,301 | +0.04% | |
| Shepherd Wealth Management Ltd Liability Co | 1.42% | 2,560,979 | $2,560,979 | $64,331,792 | +$61,770,813 | +2412.00% | |
| Savvy Advisors, Inc. | 0.03% | 57,581 | $1,449,594 | $1,446,435 | -$3,159 | -0.22% | |
| Concurrent Investment Advisors, Llc | 0.01% | 49,708 | $1,248,168 | $1,248,665 | +$497 | +0.04% | |
| Jane Street Group, Llc | 0.00% | 42,115 | $1,060,245 | $1,057,929 | -$2,316 | -0.22% | |
| Wealthplan Investment Management, Llc | 0.04% | 35,247 | $885,053 | $885,405 | +$352 | +0.04% | |
| Mariner, Llc | 0.00% | 33,097 | $833,217 | $831,397 | -$1,820 | -0.22% | |
| Waverly Advisors, Llc | 0.00% | 26,490 | $666,883 | $665,429 | -$1,454 | -0.22% | |
| Hummer Financial Advisory Services Inc | 0.41% | 24,800 | $622,728 | $622,976 | +$248 | +0.04% | |
| Susquehanna International Group, Llp | 0.00% | 23,733 | $597,478 | $596,173 | -$1,305 | -0.22% | |
| Coastwise Capital Group, Llc | 0.30% | 20,810 | $523,884 | $522,747 | -$1,137 | -0.22% | |
| James Investment Research, Inc. | 0.05% | 16,844 | $422,953 | $423,121 | +$168 | +0.04% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 16,038 | $401,592 | $402,875 | +$1,283 | +0.32% | |
| Grandview Asset Management Llc | 0.10% | 14,464 | $363,192 | $363,336 | +$144 | +0.04% | |
| Mainstream Capital Management Llc | 0.21% | 14,441 | $362,614 | $362,758 | +$144 | +0.04% | |
| January Capital Advisors Llc | 0.29% | 13,741 | $345,930 | $345,174 | -$756 | -0.22% | |
| Hrt Financial Lp | 0.00% | 13,722 | $345,000 | $344,697 | -$303 | -0.09% | |
| Mann Financial Group, Inc. | 0.27% | 13,353 | $335,294 | $335,427 | +$133 | +0.04% | |
| Sculati Wealth Management, Llc | 0.10% | 12,573 | $314,989 | $315,834 | +$845 | +0.27% | |
| Auctus Advisors Llc | 0.24% | 11,928 | $299,512 | $299,631 | +$119 | +0.04% | |
| Brookstone Capital Management | 0.00% | 10,079 | $253,079 | $253,184 | +$105 | +0.04% | |
| Focus Partners Wealth | 0.00% | 9,994 | $251,614 | $251,049 | -$565 | -0.22% | |
| Equitable Trust Co | 0.01% | 10,000 | $251,100 | $251,200 | +$100 | +0.04% | |
| Trust Co | 0.01% | 5,353 | $134,421 | $134,467 | +$46 | +0.03% | |
| Td Waterhouse Canada Inc. | 0.00% | 2,385 | $59,697 | $59,911 | +$214 | +0.36% | |
| Golden State Wealth Management, Llc | 0.00% | 2,064 | $51,827 | $51,848 | +$21 | +0.04% | |
| Anfield Capital Management, Llc | 0.01% | 1,826 | $46,015 | $45,869 | -$146 | -0.32% | |
| Cambridge Investment Research Advisors, Inc. | 0.04% | 743,061 | $18,658 | $18,665,692 | +$18,647,034 | +99941.23% | |
| Costello Asset Management, Inc | 0.01% | 695 | $17,451 | $17,458 | +$7 | +0.04% | |
| Wolff Wiese Magana Llc | 0.00% | 102 | $2,561 | $2,562 | +$1 | +0.05% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $24 | $25 | +$1 | +4.67% |
Frequently asked questions about SCUS
Who are the largest institutional holders of SCUS?
The largest institutional holders of SCUS reported in the latest SEC Form 13F filings include Citadel Advisors Llc, Kaizen Financial Strategies, Integrity Advisory Solutions, Llc, Shepherd Wealth Management Ltd Liability Co, and Savvy Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported SCUS position.
What is SCUS institutional ownership?
This page tracks SCUS positions reported by institutional investment managers through SEC Form 13F. SCHWAB ULTRA-SHORT INC ETF (SCUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCUS?
InsiderSet currently tracks 33 institutional managers reporting SCUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCUS shareholders.
How much SCUS stock do institutions own?
Institutional investment managers disclosed approximately $28.74M in SCUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCUS institutional ownership last updated?
The latest SCUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCUS position after the reporting date.
Are institutions buying or selling SCUS?
Institutional buying and selling can be analyzed by comparing SCUS positions across consecutive 13F reporting periods. InsiderSet's SCUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCUS ownership changes.
How has SCUS institutional ownership changed over time?
InsiderSet tracks SCUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.