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Schwab Ultra-Short Income ETF (SCUS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Schwab Ultra-Short Income ETF (NYSEARCA:SCUS)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$13.95M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$839.48K
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SCUS Institutional Buying and Selling by Quarter

Schwab Ultra-Short Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/28/2025 WealthPLAN Partners LLC11,992$302K0.0%-66.0%0.375%
7/15/2025 Mainstream Capital Management LLC19,483$491K0.4%+88.2%0.609%
7/14/2025 AdvisorNet Financial Inc2,000$50K0.0%N/A0.063%
7/11/2025 Coastwise Capital Group LLC25,401$640K0.5%-9.5%0.770%
7/9/2025 Hummer Financial Advisory Services Inc37,800$952K0.7%-6.0%1.145%
5/19/2025Jane Street Group LLC102,443$2.58M0.0%-4.6%2.846%
5/8/2025North Star Asset Management Inc.8,020$202K0.0%N/A0.223%
5/5/2025 Coastwise Capital Group LLC28,069$707K0.6%+19.6%0.780%
5/2/2025Kingsview Wealth Management LLC73,112$1.84M0.0%+15.9%2.031%
5/1/2025 High Note Wealth LLC443,675$11.18M2.8%+81.4%12.324%
4/24/2025Golden State Wealth Management LLC2,064$52K0.0%N/A0.065%
4/23/2025Golden State Wealth Management LLC4,128$104K0.0%N/A0.129%
4/16/2025 Wealth Enhancement Advisory Services LLC14,598$368K0.0%+12.5%0.456%
4/9/2025 Hummer Financial Advisory Services Inc40,200$1.01M0.8%+179.2%1.256%
3/17/2025 Wealth Enhancement Advisory Services LLC12,975$326K0.0%N/A0.000%
2/26/2025Sculati Wealth Management LLC67,382$1.69M0.7%+32.7%0.000%
2/14/2025Jane Street Group LLC107,433$2.70M0.0%+110.9%0.000%
2/14/2025TD Waterhouse Canada Inc.2,385$60K0.0%N/A0.000%
2/6/2025 Mainstream Capital Management LLC10,350$260K0.2%N/A0.000%
1/30/2025 WealthPLAN Partners LLC26,227$659K0.1%+25.9%0.000%
1/28/2025Kingsview Wealth Management LLC63,068$1.58M0.0%+85.3%0.000%
1/23/2025 Coastwise Capital Group LLC23,470$590K0.5%N/A0.000%
1/8/2025 Worth Asset Management LLC10,730$270K0.1%N/A0.000%
11/15/2024Jane Street Group LLC50,932$1.29M0.0%N/A0.000%
11/12/2024Kingsview Wealth Management LLC34,042$860K0.0%N/A0.000%
11/5/2024 WealthPLAN Partners LLC20,834$526K0.1%N/A0.000%
10/16/2024 Hummer Financial Advisory Services Inc14,400$364K0.3%N/A0.000%
(Data available from 1/1/2016 forward)

SCUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCUS shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Schwab Ultra-Short Income ETF. The most heavily invested institutionals were High Note Wealth LLC ($11.18M), Jane Street Group LLC ($2.58M), Kingsview Wealth Management LLC ($1.84M), Sculati Wealth Management LLC ($1.69M), Hummer Financial Advisory Services Inc ($952K), Coastwise Capital Group LLC ($640K), and Mainstream Capital Management LLC ($491K).Learn more on Schwab Ultra-Short Income ETF's institutional investors.

Which institutional investors have been buying Schwab Ultra-Short Income ETF's stock?

Of the 14 institutional investors that purchased Schwab Ultra-Short Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: High Note Wealth LLC ($199.03K), Jane Street Group LLC ($107.43K), Kingsview Wealth Management LLC ($73.11K), Hummer Financial Advisory Services Inc ($40.20K), Coastwise Capital Group LLC ($28.07K), WealthPLAN Partners LLC ($26.23K), and Mainstream Capital Management LLC ($19.48K).

How much institutional buying is happening at Schwab Ultra-Short Income ETF?

Institutional investors have bought a total of 554,105 shares in the last 24 months. This purchase volume represents approximately $13.95M in transactions.

Which of Schwab Ultra-Short Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Schwab Ultra-Short Income ETF stock in the last 24 months: WealthPLAN Partners LLC ($23.27K), Jane Street Group LLC ($4.99K), Coastwise Capital Group LLC ($2.67K), and Hummer Financial Advisory Services Inc ($2.40K).

How much institutional selling is happening at Schwab Ultra-Short Income ETF?

Institutional investors have sold a total of 33,326 shares in the last 24 months. This volume of shares sold represents approximately $839.48K in transactions.



This page (NYSEARCA:SCUS) was last updated on 8/2/2025 by MarketBeat.com Staff
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