B. Riley Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

B. Riley Wealth 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	$339K	Buy	+14,038	New	+$339K	0.02%	579
2024 Q4	$7.34M	Sell	304,928 -29,902	-9%	-$724K	0.24%	91
2024 Q3	$8.2M	Sell	334,830 -5,844	-2%	-$142K	0.23%	93
2024 Q2	$8.2M	Buy	340,674 +14,086	+4%	+$338K	0.21%	98
2024 Q1	$7.82M	Sell	326,588 -336	-0.1%	-$8.11K	0.21%	103
2023 Q4	$7.92M	Buy	326,924 +336	+0.1%	+$8.07K	0.21%	103
2023 Q3	$7.82M	Sell	326,588 -1,258	-0.4%	-$30.2K	0.21%	103
2023 Q2	$7.88M	Sell	327,846 -460	-0.1%	-$11.2K	0.18%	121
2023 Q1	$8.01M	Buy	328,306 +10,678	+3%	+$259K	0.21%	102
2022 Q4	$7.66M	Buy	317,628 +46,948	+17%	+$1.13M	0.21%	106
2022 Q3	$6.53M	Buy	270,680 +119,336	+79%	+$2.92M	0.2%	108
2022 Q2	$3.72M	Buy	151,344 +11,438	+8%	+$282K	0.16%	141
2022 Q1	$3.47M	Buy	139,906 +9,502	+7%	+$239K	0.11%	190
2021 Q4	$3.32M	Buy	130,404 +2,924	+2%	+$74.5K	0.1%	232
2021 Q3	$3.26M	Sell	127,480 -1,194	-0.9%	-$30.6K	0.1%	221
2021 Q2	$3.3M	Sell	128,674 -4,608	-3%	-$118K	0.11%	220
2021 Q1	$3.42M	Buy	+133,282	New	+$3.42M	0.12%	189
2016 Q3	–	Sell	-144,960	Closed	-$3.35M	–	648
2016 Q2	$3.35M	Buy	144,960 +36,404	+34%	+$924K	0.67%	25
2016 Q1	$2.5M	Sell	108,556 -22,342	-17%	-$566K	0.58%	38
2015 Q4	$3.3M	Buy	+130,898	New	+$3.31M	0.67%	26

Other funds holding SCHO

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

B. Riley Wealth Advisors's SCHO Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 14,038 shares worth $339K. The stake represents 0.02% of the portfolio and ranks #579 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in SCHO as recently as Q4 2024.

B. Riley Wealth Advisors first reported a position in SCHO in Q4 2015 and has held it in 20 quarters since. The position peaked at $8.2M in Q2 2024. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

B. Riley Wealth Advisors held 14,038 shares of Schwab Short-Term US Treasury ETF worth $339K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new B. Riley Wealth Advisors position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #579 holding.
B. Riley Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2015 and has held it in 20 quarters since.
B. Riley Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $8.2M in Q2 2024.
136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.