January Capital Advisors’s Schwab Ultra-Short Income ETF SCUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$346K Sell
13,741
-13,497
-50% -$340K 0.29% 40
2026
Q1
$686K Buy
+27,238
New +$687K 0.93% 25

Other funds holding SCUS

January Capital Advisors's SCUS Position: Q2 2026 in Review

January Capital Advisors reduced its Schwab Ultra-Short Income ETF (SCUS) stake by 50% in Q2 2026, selling an estimated $340K and leaving 13,741 shares worth $346K. The position accounts for 0.29% of the portfolio, ranked #40.

January Capital Advisors first reported a position in SCUS in Q1 2026 and has held it in 2 quarters since. The position peaked at $686K in Q1 2026. 31 funds tracked by Wall St. Rank hold SCUS as of Q2 2026.

  • January Capital Advisors held 13,741 shares of Schwab Ultra-Short Income ETF worth $346K as of Q2 2026.
  • January Capital Advisors sold 13,497 Schwab Ultra-Short Income ETF shares in Q2 2026, an estimated $340K.
  • Schwab Ultra-Short Income ETF made up 0.29% of January Capital Advisors's portfolio in Q2 2026, its #40 holding.
  • January Capital Advisors first reported a position in Schwab Ultra-Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • January Capital Advisors's Schwab Ultra-Short Income ETF position peaked at $686K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q2 2026.

Based on January Capital Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.