Capital Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Capital Investment 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	$2.34M	Buy	97,096 +21,461	+28%	+$519K	0.03%	229
2026 Q1	$1.84M	Buy	+75,635	New	+$1.84M	0.03%	244
2023 Q1	–	Sell	-8,964	Closed	-$216K	–	596
2022 Q4	$216K	Sell	8,964 -1,834	-17%	-$44.2K	0.01%	512
2022 Q3	$261K	Buy	10,798 +38	+0.4%	+$929	0.01%	447
2022 Q2	$265K	Buy	10,760 +2,234	+26%	+$55.1K	0.01%	464
2022 Q1	$211K	Buy	+8,526	New	+$214K	0.01%	543
2021 Q4	–	Sell	-7,860	Closed	-$201K	–	609
2021 Q3	$201K	Buy	+7,860	New	+$201K	0.01%	547

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

Capital Investment Advisors's SCHO Position: Q2 2026 in Review

Capital Investment Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 28% in Q2 2026, buying an estimated $519K and bringing the position to 97,096 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #229.

Capital Investment Advisors first reported a position in SCHO in Q3 2021 and has held it in 7 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Capital Investment Advisors held 97,096 shares of Schwab Short-Term US Treasury ETF worth $2.34M as of Q2 2026.
Capital Investment Advisors bought 21,461 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $519K.
Schwab Short-Term US Treasury ETF made up 0.03% of Capital Investment Advisors's portfolio in Q2 2026, its #229 holding.
Capital Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and has held it in 7 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.