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

Dover 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	$3.82M	Buy	156,860 +13,748	+10%	+$332K	1.57%	15
2026 Q1	$3.47M	Sell	143,112 -13,748	-9%	-$335K	1.44%	16
2025 Q4	$3.82M	Buy	156,860 +47,440	+43%	+$1.16M	1.48%	15
2025 Q3	$2.67M	Buy	109,420 +58,461	+115%	+$1.42M	1.06%	23
2025 Q2	$1.24M	Sell	50,959 -59,735	-54%	-$1.45M	0.55%	50
2025 Q1	$2.69M	Sell	110,694 -25,040	-18%	-$606K	1.17%	21
2024 Q4	$3.27M	Buy	135,734 +26,634	+24%	+$645K	1.87%	8
2024 Q3	$2.67M	Buy	+109,100	New	+$2.65M	1.52%	15

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

Dover Advisors's SCHO Position: Q2 2026 in Review

Dover Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.6% in Q2 2026, buying an estimated $332K and bringing the position to 156,860 shares worth $3.82M. The position accounts for 1.57% of the portfolio, ranked #15.

Dover Advisors first reported a position in SCHO in Q3 2024 and has held it in 8 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Dover Advisors held 156,860 shares of Schwab Short-Term US Treasury ETF worth $3.82M as of Q2 2026.
Dover Advisors bought 13,748 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $332K.
Schwab Short-Term US Treasury ETF made up 1.57% of Dover Advisors's portfolio in Q2 2026, its #15 holding.
Dover Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.