Avestar Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Avestar Capital’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	$1.06M	Sell	44,000 -4,000	-8%	-$96.7K	0.06%	229
2026 Q1	$1.16M	Hold	48,000	–	–	0.07%	197
2025 Q4	$1.17M	Hold	48,000	–	–	0.08%	195
2025 Q3	$1.17M	Hold	48,000	–	–	0.08%	196
2025 Q2	$1.17M	Hold	48,000	–	–	0.08%	183
2025 Q1	$1.17M	Sell	48,000 -5,800	-11%	-$140K	0.1%	170
2024 Q4	$1.29M	Hold	53,800	–	–	0.11%	146
2024 Q3	$1.32M	Hold	53,800	–	–	0.14%	127
2024 Q2	$1.29M	Buy	+53,800	New	+$1.29M	0.13%	127

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

Avestar Capital's SCHO Position: Q2 2026 in Review

Avestar Capital reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.3% in Q2 2026, selling an estimated $96.7K and leaving 44,000 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #229.

Avestar Capital first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q3 2024. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Avestar Capital held 44,000 shares of Schwab Short-Term US Treasury ETF worth $1.06M as of Q2 2026.
Avestar Capital sold 4,000 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $96.7K.
Schwab Short-Term US Treasury ETF made up 0.06% of Avestar Capital's portfolio in Q2 2026, its #229 holding.
Avestar Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Avestar Capital's Schwab Short-Term US Treasury ETF position peaked at $1.32M in Q3 2024.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.