Arax Advisory Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Arax Advisory Partners’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	$669K	Buy	27,709 +18,852	+213%	+$456K	﹤0.01%	1444
2026 Q1	$215K	Sell	8,857 -9,609	-52%	-$234K	0.01%	1047
2025 Q4	$450K	Buy	+18,466	New	+$450K	0.01%	638
2025 Q3	–	Sell	-21,316	Closed	-$520K	–	4166
2025 Q2	$520K	Buy	21,316 +20,469	+2,417%	+$497K	0.02%	385
2025 Q1	$20.6K	Buy	847 +297	+54%	+$7.19K	﹤0.01%	1298
2024 Q4	$13.2K	Buy	550 +402	+272%	+$9.73K	﹤0.01%	1383
2024 Q3	$3.64K	Hold	148	–	–	﹤0.01%	1844
2024 Q2	$3.54K	Buy	148 +2	+1%	+$48	﹤0.01%	1740
2024 Q1	$3.51K	Buy	146 +2	+1%	+$48	﹤0.01%	966
2023 Q4	$3.5K	Buy	144 +2	+1%	+$48	﹤0.01%	951
2023 Q3	$3.41K	Buy	142 +2	+1%	+$48	﹤0.01%	941
2023 Q2	$3.39K	Hold	140	–	–	﹤0.01%	939
2023 Q1	$3.41K	Hold	140	–	–	﹤0.01%	924
2022 Q4	$3.35K	Buy	140 +2	+1%	+$48	﹤0.01%	875
2022 Q3	$3K	Hold	138	–	–	﹤0.01%	924
2022 Q2	$3K	Hold	138	–	–	﹤0.01%	908
2022 Q1	$3K	Hold	138	–	–	﹤0.01%	897
2021 Q4	$4K	Hold	138	–	–	﹤0.01%	814
2021 Q3	$4K	Hold	138	–	–	﹤0.01%	794
2021 Q2	$4K	Buy	+138	New	+$3.54K	﹤0.01%	792
2020 Q4	$4K	Buy	170 +32	+23%	+$823	﹤0.01%	634
2020 Q3	$4K	Hold	138	–	–	﹤0.01%	615
2020 Q2	$4K	Hold	138	–	–	﹤0.01%	609
2020 Q1	$4K	Hold	138	–	–	﹤0.01%	592
2019 Q4	$3K	Hold	138	–	–	﹤0.01%	538
2019 Q3	$3K	Buy	+138	New	+$3.49K	﹤0.01%	543

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

Arax Advisory Partners's SCHO Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 213% in Q2 2026, buying an estimated $456K and bringing the position to 27,709 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Arax Advisory Partners first reported a position in SCHO in Q3 2019 and has held it in 26 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Arax Advisory Partners held 27,709 shares of Schwab Short-Term US Treasury ETF worth $669K as of Q2 2026.
Arax Advisory Partners bought 18,852 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $456K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1444 holding.
Arax Advisory Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 26 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.