Avantax Advisory Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Avantax Advisory Services’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
2025 Q2	$588K	Buy	24,124 +7,374	+44%	+$179K	﹤0.01%	1488
2025 Q1	$408K	Sell	16,750 -1,067	-6%	-$25.8K	﹤0.01%	1645
2024 Q4	$429K	Sell	17,817 -885	-5%	-$21.4K	﹤0.01%	1546
2024 Q3	$458K	Sell	18,702 -6,104	-25%	-$148K	﹤0.01%	1472
2024 Q2	$597K	Buy	24,806 +3,618	+17%	+$86.8K	﹤0.01%	1261
2024 Q1	$511K	Buy	21,188 +1,914	+10%	+$46.2K	﹤0.01%	1024
2023 Q4	$467K	Sell	19,274 -4,586	-19%	-$110K	﹤0.01%	1029
2023 Q3	$571K	Buy	23,860 +508	+2%	+$12.2K	0.01%	891
2023 Q2	$561K	Buy	23,352 +4,048	+21%	+$98.2K	0.01%	897
2023 Q1	$471K	Sell	19,304 -117,894	-86%	-$2.85M	0.01%	944
2022 Q4	$3.31M	Buy	137,198 +127,624	+1,333%	+$3.08M	0.04%	307
2022 Q3	$231K	Buy	+9,574	New	+$234K	﹤0.01%	1132

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's SCHO Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 44% in Q2 2025, buying an estimated $179K and bringing the position to 24,124 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Avantax Advisory Services first reported a position in SCHO in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.31M in Q4 2022. 655 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Avantax Advisory Services held 24,124 shares of Schwab Short-Term US Treasury ETF worth $588K as of Q2 2025.
Avantax Advisory Services bought 7,374 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $179K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1488 holding.
Avantax Advisory Services first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 12 quarters since.
Avantax Advisory Services's Schwab Short-Term US Treasury ETF position peaked at $3.31M in Q4 2022.
655 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.