AlphaCore Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

AlphaCore Capital’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 Q3	$29.8K	Buy	1,250 +1,002	+404%	+$24.1K	﹤0.01%	1556
2026 Q2	$5.99K	Buy	+248	New	+$6K	﹤0.01%	1413
2024 Q1	–	Sell	-4,286	Closed	-$104K	–	337
2023 Q4	$104K	Buy	4,286 +60	+1%	+$1.44K	0.02%	254
2023 Q3	$101K	Sell	4,226 -3,082	-42%	-$73.9K	0.02%	241
2023 Q2	$176K	Buy	7,308 +64	+0.9%	+$1.55K	0.03%	201
2023 Q1	$177K	Buy	+7,244	New	+$175K	0.05%	134

Other funds holding SCHO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AlphaCore Capital's SCHO Position: Q3 2026 in Review

AlphaCore Capital increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 404% in Q3 2026, buying an estimated $24.1K and bringing the position to 1,250 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

AlphaCore Capital first reported a position in SCHO in Q1 2023 and has held it in 6 quarters since. The position peaked at $177K in Q1 2023. 561 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

AlphaCore Capital held 1,250 shares of Schwab Short-Term US Treasury ETF worth $29.8K as of Q3 2026.
AlphaCore Capital bought 1,002 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $24.1K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1556 holding.
AlphaCore Capital first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 6 quarters since.
AlphaCore Capital's Schwab Short-Term US Treasury ETF position peaked at $177K in Q1 2023.
561 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.