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 Q3	$727K	Sell	30,460 -13,540	-31%	-$325K	0.06%	282
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%	129

Other funds holding SCHO

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Avestar Capital's SCHO Position: Q3 2026 in Review

Avestar Capital reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 31% in Q3 2026, selling an estimated $325K and leaving 30,460 shares worth $727K. The position accounts for 0.06% of the portfolio, ranked #282.

Avestar Capital first reported a position in SCHO in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q3 2024. 460 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Avestar Capital held 30,460 shares of Schwab Short-Term US Treasury ETF worth $727K as of Q3 2026.
Avestar Capital sold 13,540 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $325K.
Schwab Short-Term US Treasury ETF made up 0.06% of Avestar Capital's portfolio in Q3 2026, its #282 holding.
Avestar Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 10 quarters since.
Avestar Capital's Schwab Short-Term US Treasury ETF position peaked at $1.32M in Q3 2024.
460 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.