FFA
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Founders Financial Alliance’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Founders Financial Alliance’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 		$380K Buy
15,739
+13,553
+620% +$328K 0.05% 286
2026
Q1 		$53.1K Sell
2,186
-260
-11% -$6.33K 0.01% 509
2025
Q4 		$59.6K Sell
2,446
-458
-16% -$11.2K 0.01% 421
2025
Q3 		$70.8K Buy
2,904
+495
+21% +$12K 0.01% 469
2025
Q2 		$58.7K Buy
2,409
+16
+0.7% +$389 0.01% 379
2025
Q1 		$58.2K Buy
2,393
+11
+0.5% +$266 0.01% 428
2024
Q4 		$57.3K Buy
2,382
+22
+0.9% +$533 0.02% 373
2024
Q3 		$57.8K Sell
2,360
-242
-9% -$5.88K 0.02% 380
2024
Q2 		$62.6K Sell
2,602
-922
-26% -$22.1K 0.02% 357
2024
Q1 		$84.9K Buy
3,524
+954
+37% +$23K 0.03% 341
2023
Q4 		$62.3K Buy
2,570
+24
+0.9% +$576 0.02% 323
2023
Q3 		$61K Sell
2,546
-1,516
-37% -$36.3K 0.03% 304
2023
Q2 		$97.6K Buy
4,062
+1,236
+44% +$30K 0.04% 296
2023
Q1 		$69K Sell
2,826
-226
-7% -$5.47K 0.03% 282
2022
Q4 		$73.6K Buy
3,052
+12
+0.4% +$289 0.03% 290
2022
Q3 		$73K Buy
3,040
+8
+0.3% +$196 0.04% 281
2022
Q2 		$75K Buy
3,032
+2
+0.1% +$49 0.04% 289
2022
Q1 		$75K Buy
3,030
+2
+0.1% +$50 0.03% 285
2021
Q4 		$77K Buy
3,028
+474
+19% +$12.1K 0.03% 320
2021
Q3 		$65K Buy
2,554
+820
+47% +$21K 0.03% 309
2021
Q2 		$44K Hold
1,734
– – 0.02% 353
2021
Q1 		$44K Buy
+1,734
New +$44.5K 0.02% 338

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

Founders Financial Alliance's SCHO Position: Q2 2026 in Review

Founders Financial Alliance increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 620% in Q2 2026, buying an estimated $328K and bringing the position to 15,739 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #286.

Founders Financial Alliance first reported a position in SCHO in Q1 2021 and has held it in 22 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Founders Financial Alliance held 15,739 shares of Schwab Short-Term US Treasury ETF worth $380K as of Q2 2026.
  • Founders Financial Alliance bought 13,553 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $328K.
  • Schwab Short-Term US Treasury ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #286 holding.
  • Founders Financial Alliance first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and has held it in 22 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.