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

Altiora Financial Group’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 		$8.04M Sell
333,017
-5,005
-1% -$121K 1.27% 23
2026
Q1 		$8.2M Sell
338,022
-989
-0.3% -$24.1K 1.35% 19
2025
Q4 		$8.26M Sell
339,011
-543,831
-62% -$13.3M 1.42% 19
2025
Q3 		$21.5M Sell
882,842
-34,217
-4% -$833K 3.94% 7
2025
Q2 		$22.4M Sell
917,059
-17,185
-2% -$418K 4.37% 6
2025
Q1 		$22.7M Sell
934,244
-103,852
-10% -$2.51M 4.83% 4
2024
Q4 		$25M Buy
1,038,096
+14,818
+1% +$359K 5.43% 4
2024
Q3 		$25.1M Sell
1,023,278
-45,782
-4% -$1.11M 5.54% 4
2024
Q2 		$25.7M Buy
1,069,060
+6,544
+0.6% +$157K 6.18% 3
2024
Q1 		$25.6M Buy
1,062,516
+26,352
+3% +$636K 6.95% 3
2023
Q4 		$25.1M Buy
1,036,164
+215,598
+26% +$5.18M 7.27% 3
2023
Q3 		$19.6M Sell
820,566
-63,998
-7% -$1.53M 9.12% 3
2023
Q2 		$21.3M Buy
884,564
+5,558
+0.6% +$135K 9.34% 3
2023
Q1 		$21.4M Buy
879,006
+8,310
+1% +$201K 9.89% 3
2022
Q4 		$21M Buy
+870,696
New +$21M 10.48% 3

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Altiora Financial Group's SCHO Position: Q2 2026 in Review

Altiora Financial Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.5% in Q2 2026, selling an estimated $121K and leaving 333,017 shares worth $8.04M. The position accounts for 1.27% of the portfolio, ranked #23.

Altiora Financial Group first reported a position in SCHO in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.7M in Q2 2024. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Altiora Financial Group held 333,017 shares of Schwab Short-Term US Treasury ETF worth $8.04M as of Q2 2026.
  • Altiora Financial Group sold 5,005 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $121K.
  • Schwab Short-Term US Treasury ETF made up 1.27% of Altiora Financial Group's portfolio in Q2 2026, its #23 holding.
  • Altiora Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Altiora Financial Group's Schwab Short-Term US Treasury ETF position peaked at $25.7M in Q2 2024.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.