Public ownership evidence

Schwab Ultra-Short Income ETF (SCUS) Ownership Disclosures

Read SCUS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab Ultra-Short Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Report period
2026-06-30
Available
2026-08-28
Reported shares
2,560,979
Value (USD)
$2,560,979
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001754960-26-000783
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SCUS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SCUS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-282,560,979$2,560,979None
January Capital Advisors LLC2026-06-302026-08-2613,741$345,930None
JANE STREET GROUP, LLC2026-06-302026-08-1542,115$1,060,245None
HRT FINANCIAL LP2026-06-302026-08-1513,722$345,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1523,733$597,478None
Waverly Advisors, LLC2026-06-302026-08-1526,490$666,883None
CITADEL ADVISORS LLC2026-06-302026-08-15272,901$6,870,283None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$24None
Mariner, LLC2026-06-302026-08-1433,097$833,217None
Focus Partners Wealth2026-06-302026-08-139,994$251,614None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1290$2,274None
AUCTUS ADVISORS LLC2026-06-302026-08-0711,928$300,287None
Savvy Advisors, Inc.2026-06-302026-08-0457,581$1,449,594None
Integrity Advisory Solutions, LLC2026-06-302026-08-0189,567$2,254,866None
Kaizen Financial Strategies2026-06-302026-07-3142,874$1,076,137None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-311,037,220$26,112,000None
WealthPlan Investment Management, LLC2026-06-302026-07-2932,022$806,154None
Costello Asset Management, INC2026-06-302026-07-29695$17,497None
Concurrent Investment Advisors, LLC2026-06-302026-07-2850,919$1,281,886None
TD Waterhouse Canada Inc.2026-06-302026-07-282,385$59,864None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-281,037,220$26,112,000None
JAMES INVESTMENT RESEARCH, INC.2026-06-302026-07-2516,294$410,202None
EQUITABLE TRUST CO2026-06-302026-07-2410,000$251,750None
Mann Financial Group, Inc.2026-06-302026-07-239,000$226,575None
Golden State Wealth Management, LLC2026-06-302026-07-232,064$51,961None
Sculati Wealth Management, LLC2026-06-302026-07-2212,790$321,694None
Coastwise Capital Group, LLC2026-06-302026-07-1720,810$523,884None
Princeton Global Asset Management LLC2026-06-302026-07-17207$5,211None
Vermillion Wealth Management, Inc.2026-06-302026-07-17497$12,512None
Mainstream Capital Management LLC2026-06-302026-07-1614,441$363,552None
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2026-06-302026-07-1616,038$402,875None
WOLFF WIESE MAGANA LLC2026-06-302026-07-14101$2,543None

90-day public filing window, up to 50 source positions.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ↗January Capital Advisors LLC ↗JANE STREET GROUP, LLC ↗HRT FINANCIAL LP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Waverly Advisors, LLC ↗CITADEL ADVISORS LLC ↗WELLS FARGO & COMPANY/MN ↗Mariner, LLC ↗Focus Partners Wealth ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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