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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$421K Buy
+17,435
New +$421K 0.04% 311
2024
Q4
Sell
-11,044
Closed -$270K 537
2024
Q3
$270K Sell
11,044
-262
-2% -$6.37K 0.03% 409
2024
Q2
$272K Buy
11,306
+462
+4% +$11.1K 0.04% 346
2024
Q1
$261K Sell
10,844
-708
-6% -$17.1K 0.05% 349
2023
Q4
$280K Buy
+11,552
New +$277K 0.06% 302
2023
Q3
Sell
-12,136
Closed -$292K 393
2023
Q2
$292K Buy
+12,136
New +$294K 0.07% 267

Other funds holding SCHO

Claro Advisors's SCHO Position: Q2 2026 in Review

Claro Advisors opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 17,435 shares worth $421K. The stake represents 0.04% of the portfolio and ranks #311 among its holdings. This is a return to the name: Claro Advisors previously reported a position in SCHO as recently as Q3 2024.

Claro Advisors first reported a position in SCHO in Q2 2023 and has held it in 6 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Claro Advisors held 17,435 shares of Schwab Short-Term US Treasury ETF worth $421K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Claro Advisors position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #311 holding.
  • Claro Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 6 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.