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

ARS Wealth Advisors Group’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	$1.1M	Hold	45,397	–	–	0.09%	93
2026 Q1	$1.1M	Buy	45,397 +7,594	+20%	+$185K	0.09%	81
2025 Q4	$921K	Hold	37,803	–	–	0.08%	84
2025 Q3	$922K	Buy	37,803 +824	+2%	+$20.1K	0.09%	80
2025 Q2	$902K	Buy	36,979 +27,780	+302%	+$675K	0.1%	79
2025 Q1	$224K	Buy	+9,199	New	+$223K	0.03%	147

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

ARS Wealth Advisors Group's SCHO Position: Q2 2026 in Review

ARS Wealth Advisors Group held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 45,397 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #93.

ARS Wealth Advisors Group first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2026. 298 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

ARS Wealth Advisors Group held 45,397 shares of Schwab Short-Term US Treasury ETF worth $1.1M as of Q2 2026.
ARS Wealth Advisors Group left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.09% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #93 holding.
ARS Wealth Advisors Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
ARS Wealth Advisors Group's Schwab Short-Term US Treasury ETF position peaked at $1.1M in Q1 2026.
298 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.