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Schwab Ultra-Short Income ETF (SCUS) Institutional Ownership

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Closing price 04/4/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Ultra-Short Income ETF (NYSEARCA:SCUS)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$7.24M
Number of
Institutional Sellers
(last 12 months)
0
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SCUS Institutional Buying and Selling by Quarter

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Schwab Ultra-Short Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025Wealth 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%
2/6/2025Mainstream Capital Management LLC10,350$260K0.2%N/A0.000%
1/30/2025WealthPLAN Partners LLC26,227$659K0.1%+25.9%0.000%
1/28/2025Kingsview Wealth Management LLC63,068$1.58M0.0%+85.3%0.000%
1/23/2025Coastwise Capital Group LLC23,470$590K0.5%N/A0.000%
1/8/2025Worth 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%
11/5/2024WealthPLAN Partners LLC20,834$526K0.1%N/A0.000%
10/16/2024Hummer Financial Advisory Services Inc14,400$364K0.3%N/A0.000%
(Data available from 1/1/2016 forward)

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SCUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCUS shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Schwab Ultra-Short Income ETF. The most heavily invested institutionals were Jane Street Group LLC ($2.70M), Sculati Wealth Management LLC ($1.69M), Kingsview Wealth Management LLC ($1.58M), WealthPLAN Partners LLC ($659K), Coastwise Capital Group LLC ($590K), Hummer Financial Advisory Services Inc ($364K), and Wealth Enhancement Advisory Services LLC ($326K).Learn more on SCUS's institutional investors.

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

Of the 10 institutional investors that purchased Schwab Ultra-Short Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($107.43K), Kingsview Wealth Management LLC ($63.07K), WealthPLAN Partners LLC ($26.23K), Coastwise Capital Group LLC ($23.47K), Sculati Wealth Management LLC ($16.62K), Hummer Financial Advisory Services Inc ($14.40K), and Wealth Enhancement Advisory Services LLC ($12.98K).

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

Institutional investors have bought a total of 287,661 shares in the last 24 months. This purchase volume represents approximately $7.24M in transactions.



This page (NYSEARCA:SCUS) was last updated on 4/5/2025 by MarketBeat.com Staff
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