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CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$5.66M Sell
234,582
-10,448
-4% -$253K 0.07% 98
2026
Q1 		$5.95M Buy
245,030
+91,939
+60% +$2.24M 0.09% 86
2025
Q4 		$3.73M Sell
153,091
-8,471
-5% -$207K 0.06% 100
2025
Q3 		$3.94M Buy
161,562
+3
+0% +$73 0.06% 94
2025
Q2 		$3.94M Sell
161,559
-6,176
-4% -$150K 0.07% 96
2025
Q1 		$4.08M Sell
167,735
-1,359
-0.8% -$32.9K 0.08% 86
2024
Q4 		$4.07M Buy
169,094
+4,470
+3% +$108K 0.08% 74
2024
Q3 		$4.03M Buy
164,624
+140
+0.1% +$3.4K 0.09% 75
2024
Q2 		$3.96M Buy
164,484
+1,182
+0.7% +$28.3K 0.08% 74
2024
Q1 		$3.94M Buy
163,302
+1,748
+1% +$42.2K 0.09% 73
2023
Q4 		$3.91M Sell
161,554
-1,670
-1% -$40.1K 0.1% 75
2023
Q3 		$3.91M Buy
163,224
+7,348
+5% +$176K 0.11% 67
2023
Q2 		$3.75M Sell
155,876
-3,908
-2% -$94.8K 0.11% 70
2023
Q1 		$3.9M Sell
159,784
-22,366
-12% -$542K 0.12% 69
2022
Q4 		$4.39M Buy
+182,150
New +$4.39M 0.16% 67
2022
Q3 		– Sell
-217,682
Closed -$5.35M – 151
2022
Q2 		$5.35M Buy
217,682
+16,050
+8% +$396K 0.22% 54
2022
Q1 		$4.99M Buy
+201,632
New +$5.06M 0.18% 62
2017
Q3 		– Sell
-24,946
Closed -$629K – 133
2017
Q2 		$629K Sell
24,946
-23,838
-49% -$602K 0.07% 116
2017
Q1 		$1.23M Buy
+48,784
New +$1.23M 0.14% 86
2016
Q3 		– Sell
-73,886
Closed -$1.88M – 131
2016
Q2 		$1.88M Buy
+73,886
New +$1.88M 0.27% 55

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

CLA (CliftonLarsonAllen) Wealth Advisors's SCHO Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.3% in Q2 2026, selling an estimated $253K and leaving 234,582 shares worth $5.66M. The position accounts for 0.07% of the portfolio, ranked #98.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHO in Q2 2016 and has held it in 20 quarters since. The position peaked at $5.95M in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 234,582 shares of Schwab Short-Term US Treasury ETF worth $5.66M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,448 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $253K.
  • Schwab Short-Term US Treasury ETF made up 0.07% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2016 and has held it in 20 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $5.95M in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.