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Capital Analysts LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Capital Analysts LLC’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 		$164K Buy
6,804
+1,156
+20% +$27.9K ﹤0.01% 732
2026
Q1 		$137K Sell
5,648
-164
-3% -$3.99K ﹤0.01% 718
2025
Q4 		$141K Buy
5,812
+913
+19% +$22.3K ﹤0.01% 689
2025
Q3 		$120K Buy
4,899
+214
+5% +$5.21K ﹤0.01% 690
2025
Q2 		$114K Sell
4,685
-778
-14% -$18.9K ﹤0.01% 635
2025
Q1 		$133K Sell
5,463
-274
-5% -$6.63K 0.01% 584
2024
Q4 		$138K Sell
5,737
-903
-14% -$21.9K 0.01% 550
2024
Q3 		$163K Buy
6,640
+968
+17% +$23.5K 0.01% 506
2024
Q2 		$136K Sell
5,672
-8,956
-61% -$215K 0.01% 518
2024
Q1 		$353K Buy
14,628
+8,296
+131% +$200K 0.02% 362
2023
Q4 		$154K Buy
6,332
+10
+0.2% +$240 0.01% 463
2023
Q3 		$151K Buy
6,322
+2,200
+53% +$52.7K 0.01% 428
2023
Q2 		$99K Hold
4,122
– – 0.01% 476
2023
Q1 		$101K Sell
4,122
-682
-14% -$16.5K 0.01% 471
2022
Q4 		$116K Buy
+4,804
New +$116K 0.01% 475
2022
Q1 		– Sell
-38,070
Closed -$968K – 1022
2021
Q4 		$968K Sell
38,070
-280
-0.7% -$7.14K 0.06% 219
2021
Q3 		$982K Buy
38,350
+508
+1% +$13K 0.06% 212
2021
Q2 		$969K Buy
37,842
+1,308
+4% +$33.5K 0.07% 210
2021
Q1 		$937K Buy
36,534
+8,818
+32% +$226K 0.06% 206
2020
Q4 		$712K Buy
27,716
+5,432
+24% +$140K 0.06% 176
2020
Q3 		$574K Buy
+22,284
New +$574K 0.05% 183

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Analysts LLC's SCHO Position: Q2 2026 in Review

Capital Analysts LLC increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 20% in Q2 2026, buying an estimated $27.9K and bringing the position to 6,804 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Capital Analysts LLC first reported a position in SCHO in Q3 2020 and has held it in 21 quarters since. The position peaked at $982K in Q3 2021. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Capital Analysts LLC held 6,804 shares of Schwab Short-Term US Treasury ETF worth $164K as of Q2 2026.
  • Capital Analysts LLC bought 1,156 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $27.9K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #732 holding.
  • Capital Analysts LLC first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and has held it in 21 quarters since.
  • Capital Analysts LLC's Schwab Short-Term US Treasury ETF position peaked at $982K in Q3 2021.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.