Who Owns SCUS?
Schwab Ultra-Short Income ETF — Institutional Ownership & 13F Holdings
$25.14
+0.00 (+0.00%)
Market Cap
$121.0M
Shares Outstanding
4,802,567
Institutional Holders
14
Total Inst. Value
$6.2M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | $2.6M | 102,443 |
| 2 | Hummer Financial Advisory Services Inc | $1.0M | 40,200 |
| 3 | WealthPLAN Partners, LLC | $888K | 35,260 |
| 4 | Coastwise Capital Group, LLC | $707K | 28,069 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $368K | 14,598 |
| 6 | Mainstream Capital Management LLC | $261K | 10,350 |
| 7 | NORTH STAR ASSET MANAGEMENT INC | $202K | 8,020 |
| 8 | Golden State Wealth Management, LLC | $104K | 4,128 |
| 9 | TD Waterhouse Canada Inc. | $59K | 2,385 |
| 10 | Costello Asset Management, INC | $17K | 692 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WealthPLAN Partners, LLC | +9K | $888K |
| Kingsview Wealth Management, LLC | +10K | $2K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -5K | $2.6M |
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Frequently Asked Questions
How many institutional investors hold SCUS?
As of Q1 2025, 14 institutional investors report holding SCUS (Schwab Ultra-Short Income ETF) in their 13F filings.
Which hedge fund owns the most SCUS?
The largest institutional holder of SCUS is JANE STREET GROUP, LLC with $2.6M in shares.
Are institutions buying or selling SCUS?
This quarter, 9 institutions opened new positions in SCUS and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.