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

Concurrent Investment 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	$830K	Sell	34,374 -5,657	-14%	-$137K	0.01%	1113
2026 Q1	$972K	Sell	40,031 -3,384	-8%	-$82.4K	0.01%	890
2025 Q4	$1.06M	Buy	43,415 +1,223	+3%	+$29.8K	0.01%	803
2025 Q3	$1.03M	Sell	42,192 -832	-2%	-$20.2K	0.02%	648
2025 Q2	$1.05M	Buy	43,024 +24,210	+129%	+$588K	0.02%	581
2025 Q1	$458K	Sell	18,814 -2,642	-12%	-$64K	0.01%	772
2024 Q4	$516K	Buy	21,456 +3,978	+23%	+$96.3K	0.01%	659
2024 Q3	$428K	Buy	17,478 +204	+1%	+$4.96K	0.01%	669
2024 Q2	$416K	Buy	+17,274	New	+$414K	0.01%	649

Other funds holding SCHO

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

MFT

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

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Concurrent Investment Advisors's SCHO Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 14% in Q2 2026, selling an estimated $137K and leaving 34,374 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #1113.

Concurrent Investment Advisors first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q4 2025. 289 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Concurrent Investment Advisors held 34,374 shares of Schwab Short-Term US Treasury ETF worth $830K as of Q2 2026.
Concurrent Investment Advisors sold 5,657 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $137K.
Schwab Short-Term US Treasury ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1113 holding.
Concurrent Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.06M in Q4 2025.
289 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.