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

EverSource 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 		$1.15M Sell
47,629
-5,199
-10% -$126K 0.04% 324
2026
Q1 		$1.28M Sell
52,828
-4,876
-8% -$119K 0.04% 324
2025
Q4 		$1.41M Buy
57,704
+6,897
+14% +$168K 0.05% 265
2025
Q3 		$1.24M Buy
50,807
+15,643
+44% +$381K 0.05% 266
2025
Q2 		$857K Buy
35,164
+1,315
+4% +$32K 0.04% 313
2025
Q1 		$824K Sell
33,849
-17,700
-34% -$429K 0.05% 283
2024
Q4 		$1.24M Buy
51,549
+9,737
+23% +$236K 0.07% 213
2024
Q3 		$1.02M Sell
41,812
-6,890
-14% -$167K 0.06% 215
2024
Q2 		$1.18M Buy
48,702
+13,896
+40% +$333K 0.08% 194
2024
Q1 		$833K Buy
34,806
+152
+0.4% +$3.67K 0.07% 202
2023
Q4 		$839K Buy
34,654
+11,594
+50% +$278K 0.08% 182
2023
Q3 		$552K Buy
23,060
+2,234
+11% +$53.5K 0.06% 217
2023
Q2 		$500K Buy
20,826
+2,764
+15% +$67K 0.06% 229
2023
Q1 		$441K Buy
18,062
+5,712
+46% +$138K 0.05% 234
2022
Q4 		$298K Buy
12,350
+7,866
+175% +$190K 0.05% 285
2022
Q3 		$108K Buy
+4,484
New +$110K 0.02% 410

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

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

EverSource Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.8% in Q2 2026, selling an estimated $126K and leaving 47,629 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #324.

EverSource Wealth Advisors first reported a position in SCHO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • EverSource Wealth Advisors held 47,629 shares of Schwab Short-Term US Treasury ETF worth $1.15M as of Q2 2026.
  • EverSource Wealth Advisors sold 5,199 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $126K.
  • Schwab Short-Term US Treasury ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #324 holding.
  • EverSource Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.41M in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.