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Schwab Strategic Tr shares owned by January Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCUS) shares owned by January Capital Advisors from 13F filings

Historical chart of January Capital Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by January Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by January Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $686k 27k 25.20

More positions owned by January Capital Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ea Series Trust Variant Percepti
Doubleline Etf Trust Opportunistic Co (DBND)
Alphabet Cap Stk Cl C (GOOG)
World Gold Tr Spdr Gld Minis (GLDM)
Select Sector Spdr Tr State Street Tec (XLK)
Amgen (AMGN)
Select Sector Spdr Tr State Street Ene (XLE)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Gold Tr Ishares New (IAU)
Direxion Shares Etf Trust Daily S&p 500 Be (SPDN)
Schwab Strategic Tr Fundamental Intl (FNDF)
Select Sector Spdr Tr State Street Con (XLP)
Waste Management (WM)
Chevron Corporation (CVX)

View all positions for January Capital Advisors

Top funds holding Schwab Strategic Tr

Cambridge Investment Research Advisors
Kaizen Financial Strategies
Concurrent Investment Advisors
Integrity Advisory Solutions
Citadel Advisors
CI Private Wealth
Mariner Wealth Advisors
January Capital Advisors
WealthPlan Investment Management
Hummer Financial Advisory Services
Warren Averett Asset Management
Savvy Advisors
Jane Street
Coastwise Capital Group
Mainstream Capital Management

View all funds holding Schwab Strategic Tr