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 Q3	$49.8K	Hold	2,086	–	–	﹤0.01%	1410
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CoreCap Advisors's SCHO Position: Q3 2026 in Review

CoreCap Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2026 at 2,086 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

CoreCap Advisors first reported a position in SCHO in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2023. 251 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

CoreCap Advisors held 2,086 shares of Schwab Short-Term US Treasury ETF worth $49.8K as of Q3 2026.
CoreCap Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1410 holding.
CoreCap Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.03M in Q2 2023.
251 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.