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 Q3	$537K	Sell	22,493 -19	-0.1%	-$456	0.03%	305
2026 Q2	$543K	Buy	+22,512	New	+$544K	0.04%	281
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Arete Wealth Advisors's SCHO Position: Q3 2026 in Review

Arete Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.08% in Q3 2026, selling an estimated $456 and leaving 22,493 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #305.

Arete Wealth Advisors first reported a position in SCHO in Q1 2018 and has held it in 12 quarters since. The position peaked at $2.07M in Q2 2019. 599 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Arete Wealth Advisors held 22,493 shares of Schwab Short-Term US Treasury ETF worth $537K as of Q3 2026.
Arete Wealth Advisors sold 19 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $456.
Schwab Short-Term US Treasury ETF made up 0.03% of Arete Wealth Advisors's portfolio in Q3 2026, its #305 holding.
Arete Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 12 quarters since.
Arete Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.07M in Q2 2019.
599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.