Avior Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.2M | Buy |
1,083,719
+25,548
| +2% | +$618K | 0.69% | 36 |
|
|
2026
Q1 | $25.7M | Buy |
1,058,171
+74,310
| +8% | +$1.81M | 0.73% | 34 |
|
|
2025
Q4 | $24M | Buy |
983,861
+83,336
| +9% | +$2.03M | 0.75% | 35 |
|
|
2025
Q3 | $22M | Buy |
900,525
+36,586
| +4% | +$890K | 0.71% | 38 |
|
|
2025
Q2 | $21.1M | Buy |
863,939
+23,811
| +3% | +$579K | 0.73% | 38 |
|
|
2025
Q1 | $20.4M | Buy |
840,128
+18,475
| +2% | +$447K | 0.78% | 34 |
|
|
2024
Q4 | $19.8M | Buy |
821,653
+37,697
| +5% | +$913K | 0.72% | 35 |
|
|
2024
Q3 | $19.2M | Buy |
783,956
+30,724
| +4% | +$747K | 0.76% | 35 |
|
|
2024
Q2 | $18.1M | Buy |
753,232
+17,854
| +2% | +$428K | 0.78% | 36 |
|
|
2024
Q1 | $17.7M | Buy |
735,378
+49,132
| +7% | +$1.19M | 0.82% | 28 |
|
|
2023
Q4 | $16.6M | Buy |
686,246
+43,210
| +7% | +$1.04M | 1.01% | 23 |
|
|
2023
Q3 | $15.4M | Buy |
643,036
+24,224
| +4% | +$581K | 1.04% | 22 |
|
|
2023
Q2 | $14.9M | Buy |
618,812
+21,848
| +4% | +$530K | 0.97% | 23 |
|
|
2023
Q1 | $14.6M | Buy |
596,964
+23,112
| +4% | +$560K | 1% | 19 |
|
|
2022
Q4 | $13.8M | Buy |
573,852
+2,074
| +0.4% | +$50K | 1.04% | 21 |
|
|
2022
Q3 | $13.8M | Buy |
571,778
+32,942
| +6% | +$806K | 1.14% | 19 |
|
|
2022
Q2 | $13.3M | Sell |
538,836
-2,698
| -0.5% | -$66.5K | 1.34% | 16 |
|
|
2022
Q1 | $13.4M | Buy |
541,534
+38,672
| +8% | +$971K | 1.16% | 17 |
|
|
2021
Q4 | $12.8M | Sell |
502,862
-3,452
| -0.7% | -$88K | 1.06% | 18 |
|
|
2021
Q3 | $13M | Buy |
506,314
+52,362
| +12% | +$1.34M | 1.07% | 16 |
|
|
2021
Q2 | $11.6M | Buy |
453,952
+31,228
| +7% | +$801K | 1.17% | 14 |
|
|
2021
Q1 | $10.8M | Buy |
422,724
+73,996
| +21% | +$1.9M | 1.16% | 15 |
|
|
2020
Q4 | $8.96M | Buy |
348,728
+18,898
| +6% | +$486K | 1.11% | 17 |
|
|
2020
Q3 | $8.49M | Buy |
329,830
+47,098
| +17% | +$1.21M | 1.21% | 16 |
|
|
2020
Q2 | $7.3M | Buy |
282,732
+30,966
| +12% | +$800K | 1.14% | 18 |
|
|
2020
Q1 | $6.51M | Sell |
251,766
-10,652
| -4% | -$271K | 1.28% | 14 |
|
|
2019
Q4 | $6.62M | Buy |
262,418
+71,764
| +38% | +$1.81M | 1.06% | 21 |
|
|
2019
Q3 | $4.82M | Buy |
190,654
+9,416
| +5% | +$238K | 0.84% | 30 |
|
|
2019
Q2 | $4.58M | Buy |
181,238
+2,670
| +1% | +$67.1K | 0.82% | 30 |
|
|
2019
Q1 | $4.48M | Sell |
178,568
-286
| -0.2% | -$7.14K | 0.95% | 26 |
|
|
2018
Q4 | $4.46M | Buy |
178,854
+7,152
| +4% | +$177K | 1.08% | 18 |
|
|
2018
Q3 | $4.24M | Buy |
171,702
+13,188
| +8% | +$327K | 0.91% | 26 |
|
|
2018
Q2 | $3.94M | Buy |
158,514
+7,558
| +5% | +$188K | 0.89% | 28 |
|
|
2018
Q1 | $3.76M | Buy |
150,956
+8,950
| +6% | +$223K | 0.87% | 27 |
|
|
2017
Q4 | $3.55M | Buy |
142,006
+11,820
| +9% | +$297K | 0.79% | 31 |
|
|
2017
Q3 | $3.28M | Buy |
+130,186
| New | +$3.29M | 1.08% | 27 |
|
|
2017
Q2 | – | Sell |
-113,050
| Closed | -$2.85M | – | 481 |
|
|
2017
Q1 | $2.85M | Buy |
113,050
+2,476
| +2% | +$62.4K | 0.95% | 27 |
|
|
2016
Q4 | $2.79M | Buy |
110,574
+13,592
| +14% | +$344K | 1.04% | 24 |
|
|
2016
Q3 | $2.46M | Buy |
96,982
+9,140
| +10% | +$232K | 0.97% | 27 |
|
|
2016
Q2 | $2.24M | Buy |
87,842
+7,908
| +10% | +$201K | 0.95% | 29 |
|
|
2016
Q1 | $2.03M | Buy |
79,934
+71,110
| +806% | +$1.8M | 0.9% | 29 |
|
|
2015
Q4 | $223K | Buy |
+8,824
| New | +$223K | 0.12% | 112 |
|
Other funds holding SCHO
MA
Avior Wealth Management's SCHO Position: Q2 2026 in Review
Avior Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.4% in Q2 2026, buying an estimated $618K and bringing the position to 1,083,719 shares worth $26.2M. The position accounts for 0.69% of the portfolio, ranked #36.
Avior Wealth Management first reported a position in SCHO in Q4 2015 and has held it in 42 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Avior Wealth Management held 1,083,719 shares of Schwab Short-Term US Treasury ETF worth $26.2M as of Q2 2026.
- Avior Wealth Management bought 25,548 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $618K.
- Schwab Short-Term US Treasury ETF made up 0.69% of Avior Wealth Management's portfolio in Q2 2026, its #36 holding.
- Avior Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2015 and has held it in 42 quarters since.
- 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.