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 Q2	$543K	Buy	+22,512	New	+$544K	0.04%	281
2025 Q4	–	Sell	-8,253	Closed	-$201K	–	682
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 $1.55T 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

Arete Wealth Advisors's SCHO Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 22,512 shares worth $543K. The stake represents 0.04% of the portfolio and ranks #281 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in SCHO as recently as Q3 2025.

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. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Arete Wealth Advisors held 22,512 shares of Schwab Short-Term US Treasury ETF worth $543K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Arete Wealth Advisors position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.04% of Arete Wealth Advisors's portfolio in Q2 2026, its #281 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.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.