Arete Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Arete Wealth 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 Q1	–	Sell	-8,922	Closed	-$217K	–	662
2025 Q4	$217K	Buy	8,922 +669	+8%	+$16.3K	0.01%	699
2025 Q3	$201K	Buy	+8,253	New	+$201K	0.01%	728
2024 Q3	–	Sell	-8,802	Closed	-$212K	–	808
2024 Q2	$212K	Buy	+8,802	New	+$211K	0.02%	643
2020 Q2	–	Sell	-73,754	Closed	-$1.91M	–	400
2020 Q1	$1.91M	Sell	73,754 -8,042	-10%	-$205K	0.38%	59
2019 Q4	$2.06M	Buy	81,796 +5,614	+7%	+$142K	0.36%	70
2019 Q3	$1.93M	Sell	76,182 -5,688	-7%	-$144K	0.37%	72
2019 Q2	$2.07M	Buy	81,870 +9,952	+14%	+$250K	0.4%	62
2019 Q1	$1.8M	Buy	71,918 +19,662	+38%	+$491K	0.38%	67
2018 Q4	$1.3M	Buy	52,256 +14,724	+39%	+$365K	0.32%	83
2018 Q3	$930K	Buy	37,532 +5,532	+17%	+$137K	0.21%	118
2018 Q2	$796K	Buy	32,000 +20,044	+168%	+$498K	0.19%	134
2018 Q1	$298K	Buy	+11,956	New	+$298K	0.1%	236

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arete Wealth Advisors's SCHO Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 8,922 shares — an estimated $217K sold.

Arete Wealth Advisors first reported a position in SCHO in Q1 2018 and held it in 12 quarters. The position peaked at $2.07M in Q2 2019. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Arete Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 8,922 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $217K.
Arete Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and held it in 12 quarters.
Arete Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.07M in Q2 2019.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.