Blake Schutter Theil Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Blake Schutter Theil 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	$721K	Sell	29,870 -517	-2%	-$12.5K	0.49%	49
2026 Q1	$738K	Sell	30,387 -5,991	-16%	-$146K	0.6%	39
2025 Q4	$887K	Sell	36,378 -92	-0.3%	-$2.24K	0.73%	30
2025 Q3	$890K	Sell	36,470 -1,508	-4%	-$36.7K	0.88%	27
2025 Q2	$926K	Buy	37,978 +1,220	+3%	+$29.6K	1.05%	23
2025 Q1	$895K	Sell	36,758 -722	-2%	-$17.5K	1.02%	22
2024 Q4	$902K	Sell	37,480 -8,834	-19%	-$214K	0.95%	24
2024 Q3	$1.13M	Buy	+46,314	New	+$1.13M	0.81%	29

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

Blake Schutter Theil Wealth Advisors's SCHO Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.7% in Q2 2026, selling an estimated $12.5K and leaving 29,870 shares worth $721K. The position accounts for 0.49% of the portfolio, ranked #49.

Blake Schutter Theil Wealth Advisors first reported a position in SCHO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 29,870 shares of Schwab Short-Term US Treasury ETF worth $721K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 517 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $12.5K.
Schwab Short-Term US Treasury ETF made up 0.49% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.13M in Q3 2024.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.