CA
SCHO icon

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

CoreCap 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 		$50.4K Buy
2,086
+32
+2% +$773 ﹤0.01% 1406
2026
Q1 		$49.9K Buy
2,054
+754
+58% +$18.4K ﹤0.01% 1314
2025
Q4 		$31.7K Buy
1,300
+118
+10% +$2.88K ﹤0.01% 1503
2025
Q3 		$28.8K Sell
1,182
-20
-2% -$487 ﹤0.01% 1539
2025
Q2 		$29.3K Buy
1,202
+458
+62% +$11.1K ﹤0.01% 1469
2025
Q1 		$18.1K Sell
744
-546
-42% -$13.2K ﹤0.01% 1577
2024
Q4 		$31K Sell
1,290
-318
-20% -$7.7K ﹤0.01% 1380
2024
Q3 		$39.4K Buy
+1,608
New +$39.1K ﹤0.01% 1294
2024
Q2 		– Sell
-122
Closed -$2.94K – 2406
2024
Q1 		$2.94K Buy
+122
New +$2.95K ﹤0.01% 2040
2023
Q3 		– Sell
-43,036
Closed -$1.03M – 600
2023
Q2 		$1.03M Buy
+43,036
New +$1.04M 0.07% 243
2022
Q4 		$241 Buy
+10
New +$241 ﹤0.01% 2258
2022
Q3 		– Sell
-10
Closed – – 1792
2022
Q2 		$0 Buy
+10
New +$247 ﹤0.01% 2254
2022
Q1 		– Sell
-154
Closed -$4K – 1794
2021
Q4 		$4K Buy
+154
New +$3.93K ﹤0.01% 1822

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CoreCap Advisors's SCHO Position: Q2 2026 in Review

CoreCap Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.6% in Q2 2026, buying an estimated $773 and bringing the position to 2,086 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

CoreCap Advisors first reported a position in SCHO in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.03M in Q2 2023. 161 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • CoreCap Advisors held 2,086 shares of Schwab Short-Term US Treasury ETF worth $50.4K as of Q2 2026.
  • CoreCap Advisors bought 32 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $773.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1406 holding.
  • CoreCap Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.03M in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.