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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$294K Sell
12,178
-14,562
-54% -$352K 0.05% 284
2026
Q1
$649K Buy
26,740
+1,580
+6% +$38.5K 0.16% 140
2025
Q4
$613K Buy
25,160
+7,369
+41% +$180K 0.17% 129
2025
Q3
$434K Buy
+17,791
New +$433K 0.13% 163
2024
Q4
Sell
-9,838
Closed -$241K 207
2024
Q3
$241K Buy
9,838
+1,242
+14% +$30.2K 0.12% 154
2024
Q2
$207K Buy
+8,596
New +$206K 0.12% 141
2024
Q1
Sell
-12,764
Closed -$309K 132
2023
Q4
$309K Buy
+12,764
New +$307K 0.29% 69

Other funds holding SCHO

Florida Financial Advisors's SCHO Position: Q2 2026 in Review

Florida Financial Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 54% in Q2 2026, selling an estimated $352K and leaving 12,178 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #284.

Florida Financial Advisors first reported a position in SCHO in Q4 2023 and has held it in 7 quarters since. The position peaked at $649K in Q1 2026. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Florida Financial Advisors held 12,178 shares of Schwab Short-Term US Treasury ETF worth $294K as of Q2 2026.
  • Florida Financial Advisors sold 14,562 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $352K.
  • Schwab Short-Term US Treasury ETF made up 0.05% of Florida Financial Advisors's portfolio in Q2 2026, its #284 holding.
  • Florida Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 7 quarters since.
  • Florida Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $649K in Q1 2026.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.