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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Analysts LLC's SCHO Position: Q1 2026 in Review

Capital Analysts LLC reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.8% in Q1 2026, selling an estimated $3.99K and leaving 5,648 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Capital Analysts LLC first reported a position in SCHO in Q3 2020 and has held it in 20 quarters since. The position peaked at $982K in Q3 2021. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Capital Analysts LLC held 5,648 shares of Schwab Short-Term US Treasury ETF worth $137K as of Q1 2026.
  • Capital Analysts LLC sold 164 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $3.99K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #718 holding.
  • Capital Analysts LLC first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and has held it in 20 quarters since.
  • Capital Analysts LLC's Schwab Short-Term US Treasury ETF position peaked at $982K in Q3 2021.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.