Fortis Capital 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
$378K Buy
15,655
+296
+2% +$7.16K 0.04% 291
2026
Q1
$373K Sell
15,359
-5,371
-26% -$131K 0.05% 273
2025
Q4
$505K Buy
20,730
+6,429
+45% +$157K 0.07% 197
2025
Q3
$349K Sell
14,301
-20,090
-58% -$489K 0.06% 211
2025
Q2
$838K Buy
34,391
+11,078
+48% +$269K 0.15% 110
2025
Q1
$567K Buy
+23,313
New +$564K 0.12% 149

Other funds holding SCHO

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

Fortis Capital Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.9% in Q2 2026, buying an estimated $7.16K and bringing the position to 15,655 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #291.

Fortis Capital Advisors first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $838K in Q2 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Fortis Capital Advisors held 15,655 shares of Schwab Short-Term US Treasury ETF worth $378K as of Q2 2026.
  • Fortis Capital Advisors bought 296 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $7.16K.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #291 holding.
  • Fortis Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Fortis Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $838K in Q2 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.