Arkfeld Wealth Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Arkfeld Wealth Strategies’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	$344K	Buy	14,262 +70	+0.5%	+$1.69K	0.1%	89
2026 Q1	$344K	Buy	14,192 +107	+0.8%	+$2.6K	0.11%	86
2025 Q4	$343K	Buy	14,085 +142	+1%	+$3.46K	0.12%	82
2025 Q3	$340K	Buy	13,943 +112	+0.8%	+$2.73K	0.12%	80
2025 Q2	$335K	Sell	13,831 -21,557	-61%	-$524K	0.13%	76
2025 Q1	$859K	Sell	35,388 -43	-0.1%	-$1.04K	0.37%	46
2024 Q4	$854K	Buy	35,431 +261	+0.7%	+$6.32K	0.39%	44
2024 Q3	$855K	Buy	35,170 +142	+0.4%	+$3.45K	0.41%	43
2024 Q2	$842K	Sell	35,028 -7,838	-18%	-$188K	0.43%	42
2024 Q1	$1.02M	Sell	42,866 -8,978	-17%	-$217K	0.56%	36
2023 Q4	$1.25M	Buy	51,844 +302	+0.6%	+$7.25K	0.82%	24
2023 Q3	$1.23M	Buy	51,542 +290	+0.6%	+$6.95K	0.89%	22
2023 Q2	$1.23M	Sell	51,252 -4,736	-8%	-$115K	0.89%	23
2023 Q1	$1.36M	Sell	55,988 -4,190	-7%	-$101K	0.97%	23
2022 Q4	$1.46M	Sell	60,178 -6,922	-10%	-$167K	0.96%	27
2022 Q3	$1.61M	Sell	67,100 -2,602	-4%	-$63.6K	1.12%	24
2022 Q2	$1.71M	Buy	69,702 +18,872	+37%	+$465K	1.12%	23
2022 Q1	$1.26M	Buy	50,830 +20,732	+69%	+$521K	0.81%	29
2021 Q4	$763K	Sell	30,098 -10,404	-26%	-$265K	0.46%	36
2021 Q3	$1.04M	Buy	40,502 +18	+0%	+$461	0.62%	31
2021 Q2	$1.04M	Sell	40,484 -5,912	-13%	-$152K	0.63%	30
2021 Q1	$1.19M	Sell	46,396 -18,022	-28%	-$463K	0.76%	29
2020 Q4	$1.66M	Buy	64,418 +12,036	+23%	+$309K	1.27%	23
2020 Q3	$1.35M	Sell	52,382 -236	-0.4%	-$6.08K	1.27%	22
2020 Q2	$1.36M	Sell	52,618 -9,132	-15%	-$236K	1.52%	21
2020 Q1	$1.6M	Sell	61,750 -434,982	-88%	-$11.1M	2.14%	15
2019 Q4	$12.6M	Buy	+496,732	New	+$12.6M	14.33%	1

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

Arkfeld Wealth Strategies's SCHO Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.49% in Q2 2026, buying an estimated $1.69K and bringing the position to 14,262 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #89.

Arkfeld Wealth Strategies first reported a position in SCHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.6M in Q4 2019. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Arkfeld Wealth Strategies held 14,262 shares of Schwab Short-Term US Treasury ETF worth $344K as of Q2 2026.
Arkfeld Wealth Strategies bought 70 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.69K.
Schwab Short-Term US Treasury ETF made up 0.1% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #89 holding.
Arkfeld Wealth Strategies first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Arkfeld Wealth Strategies's Schwab Short-Term US Treasury ETF position peaked at $12.6M in Q4 2019.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.