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

Farther Finance 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 		$16.3M Buy
677,248
+13,233
+2% +$320K 0.13% 141
2026
Q1 		$16.1M Buy
664,015
+130,797
+25% +$3.18M 0.15% 122
2025
Q4 		$13M Buy
533,218
+296,795
+126% +$7.24M 0.14% 133
2025
Q3 		$5.77M Sell
236,423
-23,121
-9% -$563K 0.09% 198
2025
Q2 		$6.33M Sell
259,544
-21,703
-8% -$527K 0.13% 150
2025
Q1 		$6.83M Sell
281,247
-135,536
-33% -$3.28M 0.17% 117
2024
Q4 		$10M Sell
416,783
-88,479
-18% -$2.14M 0.36% 59
2024
Q3 		$12.4M Sell
505,262
-38,204
-7% -$929K 0.46% 37
2024
Q2 		$13M Buy
543,466
+21,646
+4% +$519K 0.63% 27
2024
Q1 		$12.5M Buy
521,820
+283,418
+119% +$6.84M 0.76% 19
2023
Q4 		$5.78M Buy
238,402
+132,246
+125% +$3.18M 0.42% 48
2023
Q3 		$2.54M Sell
106,156
-2,836
-3% -$68K 0.4% 47
2023
Q2 		$2.62M Buy
108,992
+23,408
+27% +$568K 0.57% 34
2023
Q1 		$2.09M Buy
85,584
+33,324
+64% +$807K 0.61% 29
2022
Q4 		$1.26M Buy
+52,260
New +$1.26M 0.49% 34

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

Farther Finance Advisors's SCHO Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2% in Q2 2026, buying an estimated $320K and bringing the position to 677,248 shares worth $16.3M. The position accounts for 0.13% of the portfolio, ranked #141.

Farther Finance Advisors first reported a position in SCHO in Q4 2022 and has held it in 15 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Farther Finance Advisors held 677,248 shares of Schwab Short-Term US Treasury ETF worth $16.3M as of Q2 2026.
  • Farther Finance Advisors bought 13,233 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $320K.
  • Schwab Short-Term US Treasury ETF made up 0.13% of Farther Finance Advisors's portfolio in Q2 2026, its #141 holding.
  • Farther Finance Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.