AF
SCHO icon

Advisornet Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Advisornet Financial’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 		$20.5M Buy
847,580
+67,427
+9% +$1.63M 0.93% 31
2026
Q1 		$18.9M Sell
780,153
-10,137
-1% -$247K 0.98% 27
2025
Q4 		$19.3M Buy
790,290
+5,479
+0.7% +$134K 1.03% 27
2025
Q3 		$19.1M Buy
784,811
+18,212
+2% +$443K 1.08% 24
2025
Q2 		$18.7M Buy
766,599
+9,501
+1% +$231K 1.2% 17
2025
Q1 		$18.4M Buy
757,098
+85,517
+13% +$2.07M 1.37% 13
2024
Q4 		$16.2M Buy
671,581
+174,625
+35% +$4.23M 1.35% 14
2024
Q3 		$12.2M Buy
496,956
+12,526
+3% +$304K 0.91% 20
2024
Q2 		$11.7M Buy
484,430
+230
+0% +$5.52K 1.06% 17
2024
Q1 		$11.7M Buy
484,200
+70,480
+17% +$1.7M 1.12% 14
2023
Q4 		$10M Sell
413,720
-756
-0.2% -$18.2K 0.92% 19
2023
Q3 		$9.92M Buy
414,476
+39,810
+11% +$954K 0.9% 25
2023
Q2 		$9M Buy
374,666
+105,108
+39% +$2.55M 0.77% 26
2023
Q1 		$6.58M Buy
269,558
+248,462
+1,178% +$6.02M 0.6% 37
2022
Q4 		$509K Sell
21,096
-10,668
-34% -$257K 0.05% 292
2022
Q3 		$766K Sell
31,764
-39,246
-55% -$960K 0.08% 247
2022
Q2 		$1.75M Sell
71,010
-105,558
-60% -$2.6M 0.17% 146
2022
Q1 		$4.37M Sell
176,568
-136,860
-44% -$3.44M 0.27% 80
2021
Q4 		$7.97M Sell
313,428
-10,032
-3% -$256K 0.49% 40
2021
Q3 		$8.28M Sell
323,460
-8,934
-3% -$229K 0.58% 34
2021
Q2 		$8.51M Buy
332,394
+4,988
+2% +$128K 0.56% 33
2021
Q1 		$8.4M Buy
327,406
+27,736
+9% +$712K 0.6% 29
2020
Q4 		$7.7M Buy
299,670
+82,034
+38% +$2.11M 0.62% 26
2020
Q3 		$5.6M Sell
217,636
-967,190
-82% -$24.9M 0.48% 41
2020
Q2 		$30.6M Buy
1,184,826
+350,624
+42% +$9.05M 2.46% 5
2020
Q1 		$21.6M Buy
834,202
+587,684
+238% +$15M 1.99% 5
2019
Q4 		$6.22M Sell
246,518
-140,348
-36% -$3.55M 0.53% 41
2019
Q3 		$9.79M Buy
386,866
+143,108
+59% +$3.62M 0.9% 17
2019
Q2 		$6.17M Buy
243,758
+107,264
+79% +$2.69M 0.68% 24
2019
Q1 		$3.42M Buy
136,494
+246
+0.2% +$6.14K 0.42% 50
2018
Q4 		$3.4M Sell
136,248
-15,746
-10% -$390K 0.47% 38
2018
Q3 		$3.77M Buy
151,994
+43,862
+41% +$1.09M 0.47% 40
2018
Q2 		$2.69M Sell
108,132
-18,402
-15% -$457K 0.36% 55
2018
Q1 		$3.15M Sell
126,534
-3,606
-3% -$89.9K 0.44% 44
2017
Q4 		$3.25M Buy
+130,140
New +$3.27M 0.49% 40

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Advisornet Financial's SCHO Position: Q2 2026 in Review

Advisornet Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.6% in Q2 2026, buying an estimated $1.63M and bringing the position to 847,580 shares worth $20.5M. The position accounts for 0.93% of the portfolio, ranked #31.

Advisornet Financial first reported a position in SCHO in Q4 2017 and has held it in 35 quarters since. The position peaked at $30.6M in Q2 2020. 460 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Advisornet Financial held 847,580 shares of Schwab Short-Term US Treasury ETF worth $20.5M as of Q2 2026.
  • Advisornet Financial bought 67,427 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.63M.
  • Schwab Short-Term US Treasury ETF made up 0.93% of Advisornet Financial's portfolio in Q2 2026, its #31 holding.
  • Advisornet Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Schwab Short-Term US Treasury ETF position peaked at $30.6M in Q2 2020.
  • 460 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.