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

January Capital Advisors’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 Q1	$686K	Buy	+27,238	New	+$687K	0.93%	25

Other funds holding SCUS

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

January Capital Advisors's SCUS Position: Q1 2026 in Review

January Capital Advisors opened a new position in Schwab Ultra-Short Income ETF (SCUS) in Q1 2026: 27,238 shares worth $686K. The stake represents 0.93% of the portfolio and ranks #25 among its holdings.

25 funds tracked by Wall St. Rank hold SCUS as of Q1 2026.

January Capital Advisors held 27,238 shares of Schwab Ultra-Short Income ETF worth $686K as of Q1 2026.
Schwab Ultra-Short Income ETF was a new January Capital Advisors position in Q1 2026.
Schwab Ultra-Short Income ETF made up 0.93% of January Capital Advisors's portfolio in Q1 2026, its #25 holding.
25 funds tracked by Wall St. Rank held Schwab Ultra-Short Income ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.