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SCUS Institutional Ownership

Schwab Ultra-Short Income ETF
1W: +0.0% 1M: -0.3% 3M: -0.4% YTD: +0.0% 1Y: +0.4%
$25.03
-0.01 (-0.04%)
 
Weekly Expected Move ±0.2%
$25 $25 $25 $25 $25
ETF AMEX · AUM $247.8M

Institutional Ownership — SCUS

33
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
50M
Total Invested
9
New Positions
9
Increased
9
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (38 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SHEPHERD WEALTH MANAGEMENT Ltd LIABILI NEW 2,560,979 $64M — +0.0% 1Q SEC ↗
2 Cambridge Investment Research Advisors 1,037,220 $26M -185,342 -15.2% 2Q SEC ↗
3 CITADEL ADVISORS LLC 272,901 $7M +207,412 +316.7% 3Q SEC ↗
4 Integrity Advisory Solutions, LLC 89,567 $2M +19,949 +28.7% 2Q SEC ↗
5 Savvy Advisors, Inc. 57,581 $1M +34,903 +153.9% 4Q SEC ↗
6 Concurrent Investment Advisors, LLC 50,919 $1M -19,515 -27.7% 4Q SEC ↗
7 Kaizen Financial Strategies 42,874 $1M -36,248 -45.8% 2Q SEC ↗
8 JANE STREET GROUP, LLC 42,115 $1M +20,286 +92.9% 8Q SEC ↗
9 Mariner, LLC 33,097 $828K +5,525 +20.0% 2Q SEC ↗
10 WealthPlan Investment Management, LLC 32,022 $802K +6,760 +26.8% 2Q SEC ↗
11 Waverly Advisors, LLC 26,490 $663K +134 +0.5% 3Q SEC ↗
12 Hummer Financial Advisory Services Inc 24,800 $621K — +0.0% 8Q SEC ↗
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 23,733 $594K — +0.0% 1Q SEC ↗
14 Coastwise Capital Group, LLC 20,810 $521K -93 -0.4% 7Q SEC ↗
15 JAMES INVESTMENT RESEARCH, INC. 16,294 $408K +2,877 +21.4% 3Q SEC ↗
16 WEALTH ENHANCEMENT ADVISORY SERVICES, 16,038 $401K -500 -3.0% 7Q SEC ↗
17 Mainstream Capital Management LLC 14,441 $361K -5,042 -25.9% 7Q SEC ↗
18 January Capital Advisors LLC 13,741 $344K -13,497 -49.6% 2Q SEC ↗
19 HRT FINANCIAL LP NEW 13,722 $343K — +0.0% 1Q SEC ↗
20 Sculati Wealth Management, LLC 12,790 $320K -1,101 -7.9% 8Q SEC ↗
21 AUCTUS ADVISORS LLC NEW 11,928 $299K — +0.0% 1Q SEC ↗
22 EQUITABLE TRUST CO NEW 10,000 $250K — +0.0% 1Q SEC ↗
23 Focus Partners Wealth NEW 9,994 $250K — +0.0% 1Q SEC ↗
24 Mann Financial Group, Inc. NEW 9,000 $225K — +0.0% 1Q SEC ↗
25 TD Waterhouse Canada Inc. 2,385 $60K — +0.0% 7Q SEC ↗
26 Golden State Wealth Management, LLC 2,064 $52K — +0.0% 6Q SEC ↗
27 Anfield Capital Management, LLC 1,826 $46K — +0.0% 3Q SEC ↗
28 Costello Asset Management, INC 695 $17K — +0.0% 6Q SEC ↗
29 Vermillion Wealth Management, Inc. 497 $12K — +0.0% 4Q SEC ↗
30 Princeton Global Asset Management LLC NEW 207 $5K — +0.0% 1Q SEC ↗
31 WOLFF WIESE MAGANA LLC 101 $3K +1 +1.0% 2Q SEC ↗
32 MERCER GLOBAL ADVISORS INC /ADV NEW 90 $2K — +0.0% 1Q SEC ↗
33 WELLS FARGO & COMPANY/MN 1 $0K — +0.0% 5Q SEC ↗
34 Global Trust Asset Management, LLC 0 $0K -500 -100.0% 2Q SEC ↗
35 WealthPLAN Partners, LLC 0 $0K -21,293 -100.0% 1Q SEC ↗
36 Corient Private Wealth LLC 0 $0K -63,650 -100.0% 1Q SEC ↗
37 FLOW TRADERS U.S. LLC 0 $0K -68,087 -100.0% 1Q SEC ↗
38 GOLDMAN SACHS GROUP INC 0 $0K -86,715 -100.0% 2Q SEC ↗

Recent Activity

Sold Out (5)
HolderPrev SharesPrev Value
GOLDMAN SACHS GROUP INC 86,715 $2M
FLOW TRADERS U.S. LLC 68,087 $2M
Corient Private Wealth LLC 63,650 $2M
WealthPLAN Partners, LLC 21,293 $533K
Global Trust Asset Management, LLC 500 $13K
Biggest Increases (9)
HolderAddedChange %Total Shares
CITADEL ADVISORS LLC +207,412 +316.7% 272,901
Savvy Advisors, Inc. +34,903 +153.9% 57,581
JANE STREET GROUP, LLC +20,286 +92.9% 42,115
Integrity Advisory Solutions, LLC +19,949 +28.7% 89,567
WealthPlan Investment Management, L +6,760 +26.8% 32,022
Mariner, LLC +5,525 +20.0% 33,097
JAMES INVESTMENT RESEARCH, INC. +2,877 +21.4% 16,294
Waverly Advisors, LLC +134 +0.5% 26,490
WOLFF WIESE MAGANA LLC +1 +1.0% 101
Biggest Decreases (8)
HolderReducedChange %Total Shares
Cambridge Investment Research Advis -185,342 -15.2% 1,037,220
Kaizen Financial Strategies -36,248 -45.8% 42,874
Concurrent Investment Advisors, LLC -19,515 -27.7% 50,919
January Capital Advisors LLC -13,497 -49.6% 13,741
Mainstream Capital Management LLC -5,042 -25.9% 14,441
Sculati Wealth Management, LLC -1,101 -7.9% 12,790
WEALTH ENHANCEMENT ADVISORY SERVICE -500 -3.0% 16,038
Coastwise Capital Group, LLC -93 -0.4% 20,810

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms