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

Arkadios 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 		$380K Sell
15,673
-806
-5% -$19.6K 0.01% 1236
2025
Q4 		$402K Buy
16,479
+2,806
+21% +$68.4K 0.01% 1121
2025
Q3 		$334K Buy
13,673
+2,778
+25% +$67.6K 0.01% 1118
2025
Q2 		$266K Buy
10,895
+610
+6% +$14.8K 0.01% 1099
2025
Q1 		$250K Buy
+10,285
New +$249K 0.01% 974

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.9% in Q1 2026, selling an estimated $19.6K and leaving 15,673 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1236.

Arkadios Wealth Advisors first reported a position in SCHO in Q1 2025 and has held it in 5 quarters since. The position peaked at $402K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Arkadios Wealth Advisors held 15,673 shares of Schwab Short-Term US Treasury ETF worth $380K as of Q1 2026.
  • Arkadios Wealth Advisors sold 806 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $19.6K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1236 holding.
  • Arkadios Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $402K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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