Schwab Ultra-Short Income ETF $SCUS Stock Position Raised by Integrity Advisory Solutions LLC

Integrity Advisory Solutions LLC grew its holdings in Schwab Ultra-Short Income ETF (NYSEARCA:SCUS) by 47.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 132,137 shares of the company’s stock after acquiring an additional 42,570 shares during the quarter. Integrity Advisory Solutions LLC owned 1.26% of Schwab Ultra-Short Income ETF worth $3,318,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in SCUS. James Investment Research Inc. grew its stake in shares of Schwab Ultra-Short Income ETF by 3.4% during the third quarter. James Investment Research Inc. now owns 16,844 shares of the company’s stock worth $423,000 after acquiring an additional 550 shares during the last quarter. Brookstone Capital Management acquired a new stake in Schwab Ultra-Short Income ETF in the 3rd quarter worth approximately $253,000. Grandview Asset Management LLC acquired a new stake in Schwab Ultra-Short Income ETF in the 3rd quarter worth approximately $363,000. WealthPlan Investment Management LLC grew its position in Schwab Ultra-Short Income ETF by 10.1% during the 3rd quarter. WealthPlan Investment Management LLC now owns 35,247 shares of the company’s stock worth $885,000 after purchasing an additional 3,225 shares during the last quarter. Finally, Kaizen Financial Strategies grew its position in Schwab Ultra-Short Income ETF by 255.0% during the 3rd quarter. Kaizen Financial Strategies now owns 152,193 shares of the company’s stock worth $3,822,000 after purchasing an additional 109,319 shares during the last quarter.

Schwab Ultra-Short Income ETF Stock Performance

Shares of Schwab Ultra-Short Income ETF stock opened at $25.03 on Wednesday. Schwab Ultra-Short Income ETF has a 12-month low of $25.01 and a 12-month high of $25.33. The firm’s 50 day simple moving average is $25.09 and its two-hundred day simple moving average is $25.15.

Schwab Ultra-Short Income ETF Company Profile

The Schwab Ultra-Short Income ETF (SCUS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in US dollar-denominated, investment grade, short-term debt securities from both domestic and foreign issuers. The fund aims for current income and capital preservation, maintaining a portfolio duration of one year or less SCUS was launched on Aug 13, 2024 and is issued by Charles Schwab.