SCUS · Schwab Ultra-Short Income ETF ETF
$25.12
+0.01 (+0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $9,777,190
Total Shares: 2,847,621
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
70.3%
+3.8 pts
Top 5
100.0%
+18.0 pts
Top 10
100.0%
+8.8 pts
HHI
5,636
Highly concentrated+1,124
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
1
Sold Out
23
Unchanged
0
Holder count:
-22
Institutional value:
-78.9%
Shares held:
+54.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +207,412 | 272,901 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small January Capital Advisors LLC | −13,497 | 13,741 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2,560,979 | $2,560,979 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Cambridge Investment Research Advisors, Inc. | 1,222,562 | $30,808,562 | |
| Small Kaizen Financial Strategies | 79,122 | $1,993,874 | |
| Mid Concurrent Investment Advisors, LLC | 70,434 | $1,774,936 | |
| Small Integrity Advisory Solutions, LLC | 69,618 | $1,754,373 | |
| Large Corient Private Wealth LLC | 63,650 | $1,603,980 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SCUS | $6,870,282 | 70.27% | 272,901 | Shares | 2026-09-02 | |
| Small SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co SCUS | $2,560,979 | 26.19% | 2,560,979 | Shares | 2026-08-27 | |
| Small January Capital Advisors LLC SCUS | $345,929 | 3.54% | 13,741 | Shares | 2026-08-25 |