Foster Victor Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Foster Victor Wealth 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	$1.12M	Sell	46,561 -3,086	-6%	-$74.6K	0.06%	131
2026 Q1	$1.2M	Sell	49,647 -2,484	-5%	-$60.5K	0.07%	120
2025 Q4	$1.27M	Buy	52,131 +4,308	+9%	+$105K	0.07%	121
2025 Q3	$1.16M	Sell	47,823 -840	-2%	-$20.4K	0.07%	116
2025 Q2	$1.18M	Sell	48,663 -3,673	-7%	-$89.2K	0.08%	114
2025 Q1	$1.27M	Sell	52,336 -1,600	-3%	-$38.7K	0.1%	106
2024 Q4	$1.3M	Sell	53,936 -5,212	-9%	-$126K	0.1%	106
2024 Q3	$1.44M	Sell	59,148 -4,736	-7%	-$115K	0.12%	105
2024 Q2	$1.54M	Sell	63,884 -6,108	-9%	-$146K	0.13%	104
2024 Q1	$1.67M	Sell	69,992 -8,468	-11%	-$204K	0.15%	89
2023 Q4	$1.9M	Sell	78,460 -4,522	-5%	-$109K	0.19%	87
2023 Q3	$1.98M	Sell	82,982 -23,416	-22%	-$561K	0.23%	79
2023 Q2	$2.55M	Sell	106,398 -15,448	-13%	-$375K	0.28%	82
2023 Q1	$2.97M	Sell	121,846 -47,008	-28%	-$1.14M	0.36%	80
2022 Q4	$4.09M	Sell	168,854 -60,058	-26%	-$1.45M	0.52%	72
2022 Q3	$5.52M	Sell	228,912 -22,720	-9%	-$556K	0.8%	55
2022 Q2	$6.19M	Sell	251,632 -8,526	-3%	-$210K	0.92%	50
2022 Q1	$6.42M	Sell	260,158 -66,080	-20%	-$1.66M	0.88%	50
2021 Q4	$8.27M	Sell	326,238 -21,530	-6%	-$549K	1.13%	33
2021 Q3	$8.9M	Buy	347,768 +40,568	+13%	+$1.04M	1.42%	24
2021 Q2	$7.87M	Buy	307,200 +43,110	+16%	+$1.11M	1.31%	29
2021 Q1	$6.77M	Buy	264,090 +65,470	+33%	+$1.68M	1.26%	31
2020 Q4	$5.1M	Buy	198,620 +13,640	+7%	+$351K	1.16%	35
2020 Q3	$4.76M	Buy	184,980 +32,620	+21%	+$841K	1.29%	30
2020 Q2	$3.93M	Buy	152,360 +42,022	+38%	+$1.09M	1.31%	31
2020 Q1	$2.85M	Buy	110,338 +7,896	+8%	+$201K	1.25%	34
2019 Q4	$2.59M	Sell	102,442 -12,442	-11%	-$314K	1.12%	32
2019 Q3	$2.91M	Buy	114,884 +34,282	+43%	+$867K	1.62%	9
2019 Q2	$2.03M	Buy	80,602 +78	+0.1%	+$1.96K	1.49%	8
2019 Q1	$2.02M	Buy	+80,524	New	+$2.01M	1.57%	8

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

Foster Victor Wealth Advisors's SCHO Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.2% in Q2 2026, selling an estimated $74.6K and leaving 46,561 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #131.

Foster Victor Wealth Advisors first reported a position in SCHO in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.9M in Q3 2021. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Foster Victor Wealth Advisors held 46,561 shares of Schwab Short-Term US Treasury ETF worth $1.12M as of Q2 2026.
Foster Victor Wealth Advisors sold 3,086 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $74.6K.
Schwab Short-Term US Treasury ETF made up 0.06% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Foster Victor Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 30 quarters since.
Foster Victor Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $8.9M in Q3 2021.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.