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Clear Retirement Advice’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clear Retirement Advice’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 		$16.2M Buy
669,894
+71,811
+12% +$1.74M 11.07% 1
2026
Q1 		$14.5M Buy
598,083
+9,432
+2% +$230K 11.4% 1
2025
Q4 		$14.3M Buy
+588,651
New +$14.4M 11.16% 1

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

Clear Retirement Advice's SCHO Position: Q2 2026 in Review

Clear Retirement Advice increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 12% in Q2 2026, buying an estimated $1.74M and bringing the position to 669,894 shares worth $16.2M. The position accounts for 11.07% of the portfolio, ranked #1.

Clear Retirement Advice first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Clear Retirement Advice held 669,894 shares of Schwab Short-Term US Treasury ETF worth $16.2M as of Q2 2026.
  • Clear Retirement Advice bought 71,811 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.74M.
  • Schwab Short-Term US Treasury ETF made up 11.07% of Clear Retirement Advice's portfolio in Q2 2026, its #1 holding.
  • Clear Retirement Advice first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.