Cetera Investment Advisers
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Cetera Investment Advisers’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cetera Investment Advisers’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 		$19.5M Sell
804,911
-249,561
-24% -$6.07M 0.02% 692
2025
Q4 		$25.7M Buy
1,054,472
+68,311
+7% +$1.67M 0.03% 556
2025
Q3 		$24.1M Sell
986,161
-59,639
-6% -$1.45M 0.03% 562
2025
Q2 		$25.5M Sell
1,045,800
-51,989
-5% -$1.26M 0.04% 434
2025
Q1 		$26.7M Buy
1,097,789
+297,486
+37% +$7.2M 0.05% 373
2024
Q4 		$19.3M Buy
800,303
+44,669
+6% +$1.08M 0.04% 443
2024
Q3 		$18.5M Buy
755,634
+216,376
+40% +$5.26M 0.04% 439
2024
Q2 		$13M Buy
539,258
+20,476
+4% +$491K 0.03% 564
2024
Q1 		$12.5M Buy
518,782
+162,646
+46% +$3.93M 0.03% 580
2023
Q4 		$8.63M Buy
356,136
+13,700
+4% +$329K 0.07% 258
2023
Q3 		$8.2M Buy
342,436
+79,832
+30% +$1.91M 0.07% 267
2023
Q2 		$6.31M Buy
262,604
+60,000
+30% +$1.45M 0.05% 340
2023
Q1 		$4.94M Buy
202,604
+92,520
+84% +$2.24M 0.04% 402
2022
Q4 		$2.66M Sell
110,084
-226,618
-67% -$5.46M 0.02% 598
2022
Q3 		$8.13M Sell
336,702
-13,514
-4% -$331K 0.16% 131
2022
Q2 		$8.61M Buy
350,216
+24,552
+8% +$605K 0.14% 156
2022
Q1 		$8.07M Sell
325,664
-9,184
-3% -$231K 0.12% 186
2021
Q4 		$8.51M Buy
334,848
+814
+0.2% +$20.8K 0.12% 179
2021
Q3 		$8.55M Sell
334,034
-1,272
-0.4% -$32.6K 0.14% 163
2021
Q2 		$8.59M Sell
335,306
-5,686
-2% -$146K 0.14% 164
2021
Q1 		$8.75M Sell
340,992
-1,730
-0.5% -$44.4K 0.17% 127
2020
Q4 		$8.81M Buy
342,722
+150,318
+78% +$3.87M 0.17% 128
2020
Q3 		$4.95M Buy
192,404
+7,688
+4% +$198K 0.41% 56
2020
Q2 		$4.77M Buy
184,716
+18,670
+11% +$482K 0.44% 50
2020
Q1 		$4.29M Buy
166,046
+9,420
+6% +$240K 0.53% 46
2019
Q4 		$3.96M Buy
+156,626
New +$3.96M 0.4% 67

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

Cetera Investment Advisers's SCHO Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 24% in Q1 2026, selling an estimated $6.07M and leaving 804,911 shares worth $19.5M. The position accounts for 0.02% of the portfolio, ranked #692.

Cetera Investment Advisers first reported a position in SCHO in Q4 2019 and has held it in 26 quarters since. The position peaked at $26.7M in Q1 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Cetera Investment Advisers held 804,911 shares of Schwab Short-Term US Treasury ETF worth $19.5M as of Q1 2026.
  • Cetera Investment Advisers sold 249,561 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $6.07M.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #692 holding.
  • Cetera Investment Advisers first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 26 quarters since.
  • Cetera Investment Advisers's Schwab Short-Term US Treasury ETF position peaked at $26.7M in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.