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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearwater Capital Advisors's SCHO Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 65% in Q1 2026, selling an estimated $8.71M and leaving 194,349 shares worth $4.72M. The position accounts for 0.38% of the portfolio, ranked #39.

Clearwater Capital Advisors first reported a position in SCHO in Q2 2023 and has held it in 12 quarters since. The position peaked at $82.8M in Q2 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Clearwater Capital Advisors held 194,349 shares of Schwab Short-Term US Treasury ETF worth $4.72M as of Q1 2026.
Clearwater Capital Advisors sold 357,738 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $8.71M.
Schwab Short-Term US Treasury ETF made up 0.38% of Clearwater Capital Advisors's portfolio in Q1 2026, its #39 holding.
Clearwater Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Clearwater Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $82.8M in Q2 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.