Who owns SCUS?
Schwab Ultra-Short Income ETF · Schwab
31 institutions reported holding SCUS, worth $76.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCUS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $52.2M | 2,074,440 | +851,878 shares |
| Citadel Advisors LLC | Miami, FL | $6.9M | 272,901 | +207,412 shares |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | Cincinnati, OH | $2.6M | 2,560,979 | New position |
| Integrity Advisory Solutions, LLC | Dallas, TX | $2.3M | 89,567 | +19,949 shares |
| Savvy Advisors, Inc. | New York, NY | $1.4M | 57,581 | +34,903 shares |
| Concurrent Investment Advisors, LLC | Tampa, FL | $1.3M | 50,919 | −19,515 shares |
| Kaizen Financial Strategies | Campbell, CA | $1.1M | 42,874 | −36,248 shares |
| Jane Street Group, LLC | New York, NY | $1.1M | 42,115 | +20,286 shares |
| Mariner, LLC | Overland Park, KS | $833K | 33,097 | +5,525 shares |
| WealthPlan Investment Management, LLC | Omaha, NE | $806K | 32,022 | +6,760 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCUS?
31 institutional managers reported holding SCUS in Form 13F filings for June 30, 2026, worth $76.2M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $52.2M.
Did institutions buy or sell SCUS last quarter?
Reported 13F value rose 64.6% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCUS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.