Advisor Resource Council’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Advisor Resource Council’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$495K	Buy	20,552 +779	+4%	+$18.8K	0.14%	147
2026 Q1	$480K	Buy	19,773 +3,418	+21%	+$83.2K	0.16%	133
2025 Q4	$398K	Buy	+16,355	New	+$399K	0.14%	154
2025 Q3	–	Sell	-9,134	Closed	-$223K	–	152
2025 Q2	$223K	Sell	9,134 -188,193	-95%	-$4.57M	0.09%	163
2025 Q1	$4.58M	Buy	+197,327	New	+$4.78M	0.37%	66
2024 Q4	–	Sell	-30,980	Closed	-$759K	–	229
2024 Q3	$759K	Buy	+30,980	New	+$753K	0.34%	73
2024 Q2	–	Sell	-19,760	Closed	-$479K	–	186
2024 Q1	$479K	Sell	19,760 -162,224	-89%	-$3.92M	0.2%	119
2023 Q4	$4.41M	Buy	+181,984	New	+$4.37M	0.51%	50

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisor Resource Council's SCHO Position: Q2 2026 in Review

Advisor Resource Council increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.9% in Q2 2026, buying an estimated $18.8K and bringing the position to 20,552 shares worth $495K. The position accounts for 0.14% of the portfolio, ranked #147.

Advisor Resource Council first reported a position in SCHO in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.58M in Q1 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Advisor Resource Council held 20,552 shares of Schwab Short-Term US Treasury ETF worth $495K as of Q2 2026.
Advisor Resource Council bought 779 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $18.8K.
Schwab Short-Term US Treasury ETF made up 0.14% of Advisor Resource Council's portfolio in Q2 2026, its #147 holding.
Advisor Resource Council first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 8 quarters since.
Advisor Resource Council's Schwab Short-Term US Treasury ETF position peaked at $4.58M in Q1 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.