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

Carrera Capital 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 		$221K Buy
9,171
+743
+9% +$18K 0.03% 192
2026
Q1 		$205K Buy
+8,428
New +$205K 0.03% 178
2024
Q4 		– Sell
-8,396
Closed -$206K – 140
2024
Q3 		$206K Buy
+8,396
New +$204K 0.05% 106

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

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

Carrera Capital Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.8% in Q2 2026, buying an estimated $18K and bringing the position to 9,171 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #192.

Carrera Capital Advisors first reported a position in SCHO in Q3 2024 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Carrera Capital Advisors held 9,171 shares of Schwab Short-Term US Treasury ETF worth $221K as of Q2 2026.
  • Carrera Capital Advisors bought 743 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $18K.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Carrera Capital Advisors's portfolio in Q2 2026, its #192 holding.
  • Carrera Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 3 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.