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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$340K Sell
14,064
-1,609
-10% -$38.9K 0.01% 1330
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

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

Arkadios Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 10% in Q2 2026, selling an estimated $38.9K and leaving 14,064 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1330.

Arkadios Wealth Advisors first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $402K in Q4 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Arkadios Wealth Advisors held 14,064 shares of Schwab Short-Term US Treasury ETF worth $340K as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,609 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $38.9K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1330 holding.
  • Arkadios Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Arkadios Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $402K in Q4 2025.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.