SCHWAB ULTRA-SHORT INC ETF (SCUS) Institutional Ownership Changes & 13F Activity
SCHWAB ULTRA-SHORT INC ETF (SCUS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Shepherd Wealth Management Ltd Liability Co, Citadel Advisors Llc, Cambridge Investment Research Advisors, Inc., Corient Private Wealth Llc, and Kaizen Financial Strategies.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +207,412 | +316.7% | 272,901 | $6.87M | Q2 2026 | Sep 02, 2026 |
| Shepherd Wealth Management Ltd Liability Co | Buy | +2,560,979 | — | 2,560,979 | $2.56M | Q2 2026 | Aug 27, 2026 |
| January Capital Advisors Llc | Sell | -13,497 | -49.6% | 13,741 | $345.93K | Q2 2026 | Aug 25, 2026 |
| Susquehanna International Group, Llp | Buy | +23,733 | — | 23,733 | $597.48K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +20,286 | +92.9% | 42,115 | $1.06M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +13,722 | — | 13,722 | $345.00K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +134 | +0.5% | 26,490 | $666.88K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +5,525 | +20.0% | 33,097 | $833.22K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Buy | +9,994 | — | 9,994 | $251.61K | Q2 2026 | Aug 12, 2026 |
| Auctus Advisors Llc | Buy | +11,928 | — | 11,928 | $300.29K | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | Buy | +34,903 | +153.9% | 57,581 | $1.45M | Q2 2026 | Aug 03, 2026 |
| Integrity Advisory Solutions, Llc | Buy | +19,949 | +28.7% | 89,567 | $2.25M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -185,342 | -15.2% | 1,037,220 | $26.11K | Q2 2026 | Jul 30, 2026 |
| Kaizen Financial Strategies | Sell | -36,248 | -45.8% | 42,874 | $1.08M | Q2 2026 | Jul 30, 2026 |
| Wealthplan Investment Management, Llc | Buy | +6,760 | +26.8% | 32,022 | $806.15K | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, Llc | Sell | -19,515 | -27.7% | 50,919 | $1.28M | Q2 2026 | Jul 27, 2026 |
| James Investment Research, Inc. | Buy | +2,877 | +21.4% | 16,294 | $410.20K | Q2 2026 | Jul 24, 2026 |
| Mann Financial Group, Inc. | Buy | +9,000 | — | 9,000 | $226.57K | Q2 2026 | Jul 22, 2026 |
| Sculati Wealth Management, Llc | Sell | -1,101 | -7.9% | 12,790 | $321.69K | Q2 2026 | Jul 21, 2026 |
| Princeton Global Asset Management Llc | Buy | +207 | — | 207 | $5.21K | Q2 2026 | Jul 16, 2026 |
| Coastwise Capital Group, Llc | Sell | -93 | -0.4% | 20,810 | $523.88K | Q2 2026 | Jul 16, 2026 |
| Mainstream Capital Management Llc | Sell | -5,042 | -25.9% | 14,441 | $363.55K | Q2 2026 | Jul 15, 2026 |
| Wealth Enhancement Advisory Services, Llc | Sell | -500 | -3.0% | 16,038 | $402.88K | Q2 2026 | Jul 15, 2026 |
| Wolff Wiese Magana Llc | Buy | +1 | +1.0% | 101 | $2.54K | Q2 2026 | Jul 13, 2026 |
| Corient Private Wealth Llc | Sell | -63,650 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Anfield Capital Management, Llc | Sell | -1,826 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about SCUS activity
Which institutional owners are buying SCUS?
Institutional owners buying SCUS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SCUS activity?
"Buy" means an investor increased their reported position in SCUS compared to the prior reporting period. This reflects growing exposure to SCHWAB ULTRA-SHORT INC ETF (SCUS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SCUS increasing?
Institutional interest in SCUS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.