SCUSSchwab Ultra-Short Income ETF
Seeks current income consistent with capital preservation while maintaining liquidity.
By Schwab ETFs · Launched 2024
Annual Cost
0.14%
#557 of 6,040 · low cost
Fund Size
$259M
#2,227 of 6,040 · mid-size
Return (1Y)
+3.5%
Track Record
2 years
#3,658 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,347+3.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeStrategy
Active selection
Holdings
By weightConcentration
Top 10 holdings = 21.0% of funddiversified
WELLS FARGO SECURITIES LLC
2.9%
Citigroup Global Markets, Inc.
2.3%
BofA Securities, Inc.
2.2%
Macquarie Bank Ltd
2.1%
UnitedHealth Group Inc
2.1%
UBS AG/London
2.0%
BNP PARIBAS NEW YORK
1.9%
CREDIT AGRICOLE CORP + INVT BK
1.8%
Concord Minutemen Capital Co LLC
1.8%
TOYOTA MOTOR CREDIT CORP
1.7%
Asset allocation
Cash
63.3%
Bonds
36.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
0.7%Low
Year-on-year price swings
Max drawdown
-0.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
3.8 years
Avg maturity
9.9 years
Credit ratings
AA
43.8%
A
45.0%
BBB
10.0%
Other
1.2%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks current income consistent with capital preservation while maintaining liquidity.
- Strategy
- Actively manages a portfolio of investment grade, short-term debt securities issued by U.S. and foreign issuers, concentrating investments in the financials sector. Maintains an effective duration of one year or less, aiming for capital preservation and liquidity.
- Inception date
- August 12, 2024
- Fund family
- Schwab ETFs
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18