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 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

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

AlphaCore Capital's SCHO Position: Q2 2026 in Review

AlphaCore Capital opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 248 shares worth $5.99K. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in SCHO as recently as Q4 2023.

AlphaCore Capital first reported a position in SCHO in Q1 2023 and has held it in 5 quarters since. The position peaked at $177K in Q1 2023. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

AlphaCore Capital held 248 shares of Schwab Short-Term US Treasury ETF worth $5.99K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new AlphaCore Capital position in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1413 holding.
AlphaCore Capital first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 5 quarters since.
AlphaCore Capital's Schwab Short-Term US Treasury ETF position peaked at $177K in Q1 2023.
722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.