Certified Advisory Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Certified Advisory Corp’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 Q3	$250K	Buy	+10,488	New	+$252K	0.02%	291

Other funds holding SCHO

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Certified Advisory Corp's SCHO Position: Q3 2026 in Review

Certified Advisory Corp opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026: 10,488 shares worth $250K. The stake represents 0.02% of the portfolio and ranks #291 among its holdings.

530 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Certified Advisory Corp held 10,488 shares of Schwab Short-Term US Treasury ETF worth $250K as of Q3 2026.
Schwab Short-Term US Treasury ETF was a new Certified Advisory Corp position in Q3 2026.
Schwab Short-Term US Treasury ETF made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #291 holding.
530 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.