Schwab Ultra-Short Income ETF (SCUS)
ARCA ARCA Primary Summary
SCUS Chart
SCUS: Perfectly Sensible, Useful, Just Not Quite Perfect
SCUS is a well-constructed, low-risk ultra-short bond ETF ideal for liquidity and portfolio balance, but not the absolute best in its category. The fund offers a solid 4.2% yield, with minimal interest rate risk and moderate credit risk, making it a sensible cash alternative. While SCUS is perfectly reasonable, alternatives like USFR, SHYM, or TBLL offer slightly better risk-adjusted returns, or tax advantages for similar roles.
Schwab Ultra-Short Income ETF Late To The Game
Charles Schwab launches Ultra-Short Income ETF, competing in a crowded market with over $350 billion in assets. The ETF invests in short-term, investment-grade debt securities. SCUS invests in short-term, investment-grade debt securities, with potential for lower yields if the FOMC is expected to cut the federal funds rate. Given where interest should be heading over the near term, the ETF easily qualifies as a Sell rated ETF. Current owners who bought for the safety factors can hold.
Schwab Ultra-Short Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Kevin Zemann WealthPlan Investment Management LLC | 25,262 | $636,602.4 | $635,212.99 | -$1,389.41 | -0.22% |
 Brad Saenz Coastwise Capital Group LLC | 20,903 | $525,405.29 | $525,710.45 | $305.16 | 0.06% |
 Kevin Bresler TD Waterhouse Canada Inc. | 2,385 | $59,792 | $59,962.48 | $170.48 | 0.29% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 70,434 | $1.78M | $1.77M | -$7,205.61 | -0.41% |
 Amir Har-El Savvy Advisors, Inc. | 22,678 | $571,908.74 | $570,158.94 | -$1,749.8 | -0.31% |
Schwab Ultra-Short Income ETF (SCUS) FAQ
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Schwab Ultra-Short Income ETF Profile
| ARCA Exchange | US Country |
Overview
This fund is committed to achieving its objective by concentrating its investments in high-grade, short-duration debt instruments denominated in U.S. dollars. These instruments are issued by both U.S. and international entities, showcasing a diversified approach toward portfolio construction. Strict criteria are applied to ensure that only securities with an investment-grade rating from major rating agencies or those deemed as equivalent quality by the fund's investment advisor find a place in the fund’s portfolio. This methodological rigor underscores the fund's dedication to preserving capital while seeking steady income, reflecting a conservative investment philosophy aimed at mitigating risks associated with credit quality and market volatility.
Products and Services
- Investment Grade Short-Term Debt Securities
At the core of its portfolio, this fund focuses on short-term, U.S. dollar-denominated debt securities with investment-grade ratings. This includes bonds and other debt instruments issued by a broad spectrum of U.S. and foreign issuers. The adherence to investment-grade securities—those rated BBB- or higher by S&P Global Ratings and/or Fitch Ratings, Inc., or Baa3 or higher by Moody’s Investors Service, Inc.—ensures a baseline level of credit quality. For securities that lack an official rating, the fund leverages the expertise of its investment adviser to assess and deem them of equivalent quality. This strategic selection is fundamental to the fund's risk management, aiming to secure stable returns while preserving capital, primarily for conservative investors seeking reduced exposure to market volatilities.
