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

Claro 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 Q3	$292K	Sell	12,236 -5,199	-30%	-$125K	0.03%	413
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

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

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

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

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Claro Advisors's SCHO Position: Q3 2026 in Review

Claro Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 30% in Q3 2026, selling an estimated $125K and leaving 12,236 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #413.

Claro Advisors first reported a position in SCHO in Q2 2023 and has held it in 7 quarters since. The position peaked at $421K in Q2 2026. 397 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Claro Advisors held 12,236 shares of Schwab Short-Term US Treasury ETF worth $292K as of Q3 2026.
Claro Advisors sold 5,199 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $125K.
Schwab Short-Term US Treasury ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #413 holding.
Claro Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 7 quarters since.
Claro Advisors's Schwab Short-Term US Treasury ETF position peaked at $421K in Q2 2026.
397 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.