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

Aptus Capital Advisors’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 		$111K Buy
4,605
+3,324
+259% +$80.3K ﹤0.01% 1236
2026
Q1 		$31.1K Sell
1,281
-21,644
-94% -$527K ﹤0.01% 1336
2025
Q4 		$559K Sell
22,925
-139
-0.6% -$3.39K ﹤0.01% 702
2025
Q3 		$563K Sell
23,064
-936
-4% -$22.8K ﹤0.01% 675
2025
Q2 		$585K Buy
24,000
+88
+0.4% +$2.14K ﹤0.01% 643
2025
Q1 		$582K Sell
23,912
-2,883
-11% -$69.8K 0.01% 603
2024
Q4 		$645K Buy
26,795
+25,889
+2,858% +$627K 0.01% 573
2024
Q3 		$11.1K Buy
906
+828
+1,062% +$20.1K ﹤0.01% 1090
2024
Q2 		$1.88K Sell
78
-3,648
-98% -$87.5K ﹤0.01% 1115
2024
Q1 		$89.8K Buy
+3,726
New +$90K ﹤0.01% 834
2023
Q2 		– Sell
-1,110
Closed -$27.1K – 851
2023
Q1 		$27.1K Buy
+1,110
New +$26.9K ﹤0.01% 610
2022
Q3 		– Sell
-512
Closed -$13K – 807
2022
Q2 		$13K Sell
512
-8
-2% -$197 ﹤0.01% 559
2022
Q1 		$13K Buy
520
+8
+2% +$201 ﹤0.01% 590
2021
Q4 		$13K Hold
512
– – ﹤0.01% 489
2021
Q3 		$13K Hold
512
– – ﹤0.01% 460
2021
Q2 		$13K Hold
512
– – ﹤0.01% 484
2021
Q1 		$13K Sell
512
-49,312
-99% -$1.27M ﹤0.01% 447
2020
Q4 		$1.28M Buy
49,824
+48,940
+5,536% +$1.26M 0.06% 148
2020
Q3 		$22K Hold
884
– – ﹤0.01% 388
2020
Q2 		$22K Hold
884
– – ﹤0.01% 353
2020
Q1 		$22K Hold
884
– – ﹤0.01% 344
2019
Q4 		$22K Sell
884
-512
-37% -$12.9K ﹤0.01% 428
2019
Q3 		$35K Sell
1,396
-11,612
-89% -$294K ﹤0.01% 406
2019
Q2 		$329K Sell
13,008
-28,088
-68% -$706K 0.05% 276
2019
Q1 		$1.03M Buy
+41,096
New +$1.03M 0.18% 111

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

Aptus Capital Advisors's SCHO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 259% in Q2 2026, buying an estimated $80.3K and bringing the position to 4,605 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Aptus Capital Advisors first reported a position in SCHO in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.28M in Q4 2020. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Aptus Capital Advisors held 4,605 shares of Schwab Short-Term US Treasury ETF worth $111K as of Q2 2026.
  • Aptus Capital Advisors bought 3,324 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $80.3K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1236 holding.
  • Aptus Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.28M in Q4 2020.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.