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

ERTS Wealth 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 		$1.64M Sell
67,825
-1,033
-2% -$25K 0.48% 16
2026
Q1 		$1.67M Sell
68,858
-131,896
-66% -$3.21M 0.53% 16
2025
Q4 		$4.89M Buy
200,754
+9,066
+5% +$221K 1.54% 15
2025
Q3 		$4.68M Buy
191,688
+41,476
+28% +$1.01M 1.51% 15
2025
Q2 		$3.66M Sell
150,212
-44,632
-23% -$1.08M 1.26% 15
2025
Q1 		$4.74M Buy
194,844
+1,184
+0.6% +$28.7K 0.92% 16
2024
Q4 		$4.66M Buy
193,660
+2,412
+1% +$58.4K 0.88% 17
2024
Q3 		$4.68M Buy
191,248
+8,986
+5% +$218K 0.88% 17
2024
Q2 		$4.39M Sell
182,262
-658
-0.4% -$15.8K 0.88% 15
2024
Q1 		$4.41M Buy
182,920
+171,602
+1,516% +$4.14M 0.9% 13
2023
Q4 		$274K Sell
11,318
-4,202
-27% -$101K 0.06% 74
2023
Q3 		$372K Sell
15,520
-3,794
-20% -$90.9K 0.09% 54
2023
Q2 		$464K Sell
19,314
-60,414
-76% -$1.46M 0.11% 50
2023
Q1 		$1.94M Sell
79,728
-327,090
-80% -$7.92M 0.47% 18
2022
Q4 		$9.81M Sell
406,818
-925,572
-69% -$22.3M 2.54% 13
2022
Q3 		$32.2M Buy
1,332,390
+991,390
+291% +$24.2M 9.02% 3
2022
Q2 		$8.39M Buy
341,000
+326,300
+2,220% +$8.04M 2.38% 12
2022
Q1 		$364K Sell
14,700
-1,035,194
-99% -$26M 0.1% 58
2021
Q4 		$26.7M Buy
1,049,894
+57,412
+6% +$1.46M 6.37% 4
2021
Q3 		$25.4M Buy
992,482
+536,190
+118% +$13.7M 6.66% 4
2021
Q2 		$11.7M Buy
456,292
+190,668
+72% +$4.89M 3.16% 12
2021
Q1 		$6.82M Buy
265,624
+73,286
+38% +$1.88M 2.02% 14
2020
Q4 		$4.94M Sell
192,338
-187,660
-49% -$4.83M 1.6% 16
2020
Q3 		$9.79M Buy
379,998
+32,038
+9% +$826K 3.68% 9
2020
Q2 		$8.98M Buy
347,960
+39,420
+13% +$1.02M 3.63% 10
2020
Q1 		$7.98M Buy
308,540
+237,644
+335% +$6.05M 3.86% 11
2019
Q4 		$1.79M Buy
+70,896
New +$1.79M 0.81% 15

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ERTS Wealth Advisors's SCHO Position: Q2 2026 in Review

ERTS Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.5% in Q2 2026, selling an estimated $25K and leaving 67,825 shares worth $1.64M. The position accounts for 0.48% of the portfolio, ranked #16.

ERTS Wealth Advisors first reported a position in SCHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.2M in Q3 2022. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • ERTS Wealth Advisors held 67,825 shares of Schwab Short-Term US Treasury ETF worth $1.64M as of Q2 2026.
  • ERTS Wealth Advisors sold 1,033 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $25K.
  • Schwab Short-Term US Treasury ETF made up 0.48% of ERTS Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • ERTS Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
  • ERTS Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $32.2M in Q3 2022.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on ERTS Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.