Schwab Ultra-Short Income ETF (SCUS)

ETF ยท NYSE Arca

Schwab Ultra-Short Income ETF (SCUS) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 12, 2024.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
August 12, 2024

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 31 institutions reported holding SCUS, with 4.4 million shares worth $50.1 million in aggregate. The largest reported holder was Shepherd Wealth Management Ltd Liability, with 2.6 million shares worth $2.6 million. Of the 5 largest holders listed below, 1 opened a new position in SCUS, 3 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Shepherd Wealth Management Ltd Liability2,560,979$3MNew position
Cambridge Investment Research Advisors1,037,220$26MReduced 15.16%
Citadel Advisors272,901$7MAdded 316.71%
Integrity Advisory Solutions89,567$2MAdded 28.65%
Savvy Advisors57,581$1MAdded 153.91%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SCUS?

Schwab Ultra-Short Income ETF (SCUS) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 12, 2024.

Who are the largest institutional holders of SCUS?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SCUS were Shepherd Wealth Management Ltd Liability, Cambridge Investment Research Advisors and Citadel Advisors.

How many institutions own SCUS?

31 institutions reported a position in SCUS for the quarter ended June 30, 2026, worth $50.1 million in total.

Did institutions buy or sell SCUS last quarter?

Of the 5 largest reported holders, 1 opened a new position in SCUS, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SCUS.

Every reported institutional holder, plus insider and congressional trades in SCUS, on SentiSense.