Bragg Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bragg Financial 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	$458K	Sell	18,962 -7	-0%	-$169	0.01%	297
2026 Q1	$460K	Buy	18,969 +206	+1%	+$5.01K	0.01%	285
2025 Q4	$457K	Hold	18,763	–	–	0.01%	282
2025 Q3	$458K	Buy	18,763 +204	+1%	+$4.96K	0.02%	278
2025 Q2	$452K	Sell	18,559 -2,291	-11%	-$55.7K	0.02%	277
2025 Q1	$507K	Hold	20,850	–	–	0.02%	253
2024 Q4	$502K	Buy	+20,850	New	+$505K	0.02%	259
2021 Q3	–	Sell	-8,770	Closed	-$225K	–	300
2021 Q2	$225K	Buy	+8,770	New	+$225K	0.01%	290

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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return

Bragg Financial Advisors's SCHO Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.04% in Q2 2026, selling an estimated $169 and leaving 18,962 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #297.

Bragg Financial Advisors first reported a position in SCHO in Q2 2021 and has held it in 8 quarters since. The position peaked at $507K in Q1 2025. 723 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Bragg Financial Advisors held 18,962 shares of Schwab Short-Term US Treasury ETF worth $458K as of Q2 2026.
Bragg Financial Advisors sold 7 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $169.
Schwab Short-Term US Treasury ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #297 holding.
Bragg Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and has held it in 8 quarters since.
Bragg Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $507K in Q1 2025.
723 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.