Fortis Group Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Fortis Group 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	$9.7K	Hold	402	–	–	﹤0.01%	391
2026 Q1	$9.76K	Hold	402	–	–	﹤0.01%	385
2025 Q4	$9.8K	Hold	402	–	–	﹤0.01%	384
2025 Q3	$9.81K	Hold	402	–	–	﹤0.01%	341
2025 Q2	$9.8K	Hold	402	–	–	﹤0.01%	331
2025 Q1	$9.79K	Hold	402	–	–	﹤0.01%	302
2024 Q4	$9.67K	Hold	402	–	–	﹤0.01%	310
2024 Q3	$9.85K	Hold	402	–	–	﹤0.01%	301
2024 Q2	$9.67K	Hold	402	–	–	﹤0.01%	301
2024 Q1	$9.69K	Sell	402 -402	-50%	-$9.71K	﹤0.01%	319
2023 Q4	$19.5K	Buy	804 +402	+100%	+$9.65K	﹤0.01%	239
2023 Q3	$9.63K	Buy	+402	New	+$9.64K	﹤0.01%	229
2020 Q3	$10K	Buy	+402	New	+$10.4K	﹤0.01%	288

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Fortis Group Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 402 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Fortis Group Advisors first reported a position in SCHO in Q3 2020 and has held it in 13 quarters since. The position peaked at $19.5K in Q4 2023. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Fortis Group Advisors held 402 shares of Schwab Short-Term US Treasury ETF worth $9.7K as of Q2 2026.
Fortis Group Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #391 holding.
Fortis Group Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Schwab Short-Term US Treasury ETF position peaked at $19.5K in Q4 2023.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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