FCA
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FLC Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

FLC Capital 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 		$45M Buy
1,862,911
+144,087
+8% +$3.48M 7.23% 2
2026
Q1 		$41.7M Buy
1,718,824
+89,613
+6% +$2.18M 7.45% 1
2025
Q4 		$39.7M Buy
1,629,211
+103,950
+7% +$2.53M 7.33% 1
2025
Q3 		$37.2M Buy
1,525,261
+70,448
+5% +$1.71M 7.21% 1
2025
Q2 		$35.5M Buy
1,454,813
+234,601
+19% +$5.7M 7.33% 1
2025
Q1 		$29.7M Buy
1,220,212
+40,052
+3% +$970K 6.66% 4
2024
Q4 		$28.4M Buy
1,180,160
+14,714
+1% +$356K 6.53% 3
2024
Q3 		$28.5M Buy
1,165,446
+31,234
+3% +$759K 6.59% 4
2024
Q2 		$27.3M Sell
1,134,212
-306,686
-21% -$7.36M 6.72% 2
2024
Q1 		$34.7M Sell
1,440,898
-7,016
-0.5% -$169K 8.77% 1
2023
Q4 		$35.1M Buy
1,447,914
+31,558
+2% +$758K 9.46% 1
2023
Q3 		$33.9M Sell
1,416,356
-11,442
-0.8% -$274K 10.28% 1
2023
Q2 		$34.3M Buy
1,427,798
+77,240
+6% +$1.87M 10.04% 1
2023
Q1 		$32.9M Sell
1,350,558
-17,304
-1% -$419K 10.08% 1
2022
Q4 		$33M Buy
1,367,862
+750,344
+122% +$18.1M 10.26% 1
2022
Q3 		$14.9M Buy
617,518
+525,430
+571% +$12.9M 5.18% 3
2022
Q2 		$2.27M Sell
92,088
-30,728
-25% -$758K 0.75% 36
2022
Q1 		$3.04M Sell
122,816
-110,042
-47% -$2.76M 0.85% 33
2021
Q4 		$5.92M Buy
232,858
+11,088
+5% +$283K 1.65% 16
2021
Q3 		$5.68M Buy
221,770
+248
+0.1% +$6.35K 1.67% 17
2021
Q2 		$5.67M Sell
221,522
-62,570
-22% -$1.6M 1.67% 17
2021
Q1 		$7.29M Sell
284,092
-54,126
-16% -$1.39M 2.28% 9
2020
Q4 		$8.69M Sell
338,218
-19,822
-6% -$510K 2.89% 8
2020
Q3 		$9.21M Sell
358,040
-224,476
-39% -$5.79M 3.37% 7
2020
Q2 		$15M Sell
582,516
-709,724
-55% -$18.3M 5.96% 1
2020
Q1 		$33.4M Sell
1,292,240
-64,472
-5% -$1.64M 15.5% 1
2019
Q4 		$34.2M Buy
1,356,712
+53,426
+4% +$1.35M 13.71% 1
2019
Q3 		$33M Buy
1,303,286
+288,638
+28% +$7.3M 13.99% 1
2019
Q2 		$25.6M Buy
1,014,648
+123,396
+14% +$3.1M 10.53% 1
2019
Q1 		$22.4M Buy
891,252
+365,280
+69% +$9.12M 10.12% 1
2018
Q4 		$13.1M Buy
+525,972
New +$13M 8.85% 1

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

FLC Capital Advisors's SCHO Position: Q2 2026 in Review

FLC Capital Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.4% in Q2 2026, buying an estimated $3.48M and bringing the position to 1,862,911 shares worth $45M. The position accounts for 7.23% of the portfolio, ranked #2.

FLC Capital Advisors first reported a position in SCHO in Q4 2018 and has held it in 31 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • FLC Capital Advisors held 1,862,911 shares of Schwab Short-Term US Treasury ETF worth $45M as of Q2 2026.
  • FLC Capital Advisors bought 144,087 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.48M.
  • Schwab Short-Term US Treasury ETF made up 7.23% of FLC Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • FLC Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 31 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.