JIR
SCUS

James Investment Research’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

James Investment Research’s Portfolio SCUS Stock Details SCUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$410K Buy
16,294
+2,877
+21% +$72.4K 0.04% 286
2026
Q1 		$338K Buy
13,417
+1,656
+14% +$41.7K 0.04% 288
2025
Q4 		$296K Buy
+11,761
New +$296K 0.03% 299

Other funds holding SCUS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

James Investment Research's SCUS Position: Q2 2026 in Review

James Investment Research increased its Schwab Ultra-Short Income ETF (SCUS) stake by 21% in Q2 2026, buying an estimated $72.4K and bringing the position to 16,294 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #286.

James Investment Research first reported a position in SCUS in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • James Investment Research held 16,294 shares of Schwab Ultra-Short Income ETF worth $410K as of Q2 2026.
  • James Investment Research bought 2,877 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $72.4K.
  • Schwab Ultra-Short Income ETF made up 0.04% of James Investment Research's portfolio in Q2 2026, its #286 holding.
  • James Investment Research first reported a position in Schwab Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.