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

Clearwater Capital 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	$2.53M	Sell	104,944 -89,405	-46%	-$2.16M	0.19%	48
2026 Q1	$4.72M	Sell	194,349 -357,738	-65%	-$8.71M	0.38%	39
2025 Q4	$13.5M	Sell	552,087 -2,033,683	-79%	-$49.6M	1.12%	24
2025 Q3	$63.1M	Buy	2,585,770 +123,820	+5%	+$3.01M	5.38%	5
2025 Q2	$60M	Sell	2,461,950 -3,284	-0.1%	-$79.8K	5.48%	5
2025 Q1	$60M	Buy	2,465,234 +17,646	+0.7%	+$427K	5.8%	4
2024 Q4	$58.9M	Buy	2,447,588 +118,568	+5%	+$2.87M	5.76%	4
2024 Q3	$57M	Sell	2,329,020 -1,111,632	-32%	-$27M	5.55%	4
2024 Q2	$82.8M	Buy	3,440,652 +48,108	+1%	+$1.15M	8.77%	2
2024 Q1	$81.8M	Buy	3,392,544 +165,046	+5%	+$3.99M	8.72%	1
2023 Q4	$78.2M	Buy	3,227,498 +1,574,226	+95%	+$37.8M	8.76%	1
2023 Q3	$39.6M	Buy	1,653,272 +67,046	+4%	+$1.61M	4.85%	8
2023 Q2	$38.1M	Buy	+1,586,226	New	+$38.5M	4.54%	7

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clearwater Capital Advisors's SCHO Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 46% in Q2 2026, selling an estimated $2.16M and leaving 104,944 shares worth $2.53M. The position accounts for 0.19% of the portfolio, ranked #48.

Clearwater Capital Advisors first reported a position in SCHO in Q2 2023 and has held it in 13 quarters since. The position peaked at $82.8M in Q2 2024. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Clearwater Capital Advisors held 104,944 shares of Schwab Short-Term US Treasury ETF worth $2.53M as of Q2 2026.
Clearwater Capital Advisors sold 89,405 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $2.16M.
Schwab Short-Term US Treasury ETF made up 0.19% of Clearwater Capital Advisors's portfolio in Q2 2026, its #48 holding.
Clearwater Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Clearwater Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $82.8M in Q2 2024.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.