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Aventus Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Aventus Investment 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 		$1.3M Sell
53,993
-64,562
-54% -$1.56M 0.96% 21
2026
Q1 		$2.88M Sell
118,555
-5,727
-5% -$139K 2.43% 10
2025
Q4 		$3.03M Buy
124,282
+4,719
+4% +$115K 2.46% 10
2025
Q3 		$2.92M Sell
119,563
-10,883
-8% -$265K 2.49% 10
2025
Q2 		$3.18M Buy
+130,446
New +$3.17M 2.86% 10

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
LA
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

Aventus Investment Advisors's SCHO Position: Q2 2026 in Review

Aventus Investment Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 54% in Q2 2026, selling an estimated $1.56M and leaving 53,993 shares worth $1.3M. The position accounts for 0.96% of the portfolio, ranked #21.

Aventus Investment Advisors first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.18M in Q2 2025. 258 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Aventus Investment Advisors held 53,993 shares of Schwab Short-Term US Treasury ETF worth $1.3M as of Q2 2026.
  • Aventus Investment Advisors sold 64,562 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.56M.
  • Schwab Short-Term US Treasury ETF made up 0.96% of Aventus Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Aventus Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Aventus Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.18M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.