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

Capital Performance 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
Q1 		– Sell
-9,250
Closed -$225K – 507
2025
Q4 		$225K Buy
+9,250
New +$226K 0.02% 388

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $3.37T AUM 44.26% 1-Year Est. Return

Capital Performance Advisors's SCHO Position: Q1 2026 in Review

Capital Performance Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 9,250 shares — an estimated $225K sold.

Capital Performance Advisors first reported a position in SCHO in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 696 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Capital Performance Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 9,250 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $225K.
  • Capital Performance Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Capital Performance Advisors's Schwab Short-Term US Treasury ETF position peaked at $225K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.