Avant Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Avant Financial 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	$452K	Hold	18,742	–	–	0.28%	46
2026 Q1	$455K	Hold	18,742	–	–	0.32%	45
2025 Q4	$457K	Hold	18,742	–	–	0.33%	49
2025 Q3	$457K	Hold	18,742	–	–	0.34%	47
2025 Q2	$457K	Hold	18,742	–	–	0.38%	49
2025 Q1	$456K	Hold	18,742	–	–	0.41%	46
2024 Q4	$451K	Buy	+18,742	New	+$454K	0.41%	49

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

Avant Financial Advisors's SCHO Position: Q2 2026 in Review

Avant Financial Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 18,742 shares worth $452K. The position accounts for 0.28% of the portfolio, ranked #46.

Avant Financial Advisors first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $457K in Q3 2025. 237 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Avant Financial Advisors held 18,742 shares of Schwab Short-Term US Treasury ETF worth $452K as of Q2 2026.
Avant Financial Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.28% of Avant Financial Advisors's portfolio in Q2 2026, its #46 holding.
Avant Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Avant Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $457K in Q3 2025.
237 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.