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

HC 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 Q1	$546K	Buy	22,506 +2,845	+14%	+$69.3K	0.37%	31
2025 Q4	$479K	Sell	19,661 -95	-0.5%	-$2.32K	0.33%	31
2025 Q3	$482K	Buy	19,756 +2,240	+13%	+$54.5K	0.34%	32
2025 Q2	$427K	Buy	17,516 +645	+4%	+$15.7K	0.3%	35
2025 Q1	$411K	Buy	16,871 +1,270	+8%	+$30.8K	0.31%	34
2024 Q4	$375K	Buy	15,601 +215	+1%	+$5.21K	0.3%	37
2024 Q3	$377K	Buy	15,386 +1,200	+8%	+$29.2K	0.31%	38
2024 Q2	$341K	Sell	14,186 -79,794	-85%	-$1.91M	0.31%	35
2024 Q1	$2.27M	Sell	93,980 -3,582	-4%	-$86.5K	1.08%	24
2023 Q4	$2.36M	Buy	97,562 +73,020	+298%	+$1.75M	1.32%	20
2023 Q3	$588K	Buy	24,542 +470	+2%	+$11.3K	0.35%	47
2023 Q2	$578K	Buy	24,072 +80	+0.3%	+$1.94K	0.34%	49
2023 Q1	$585K	Buy	23,992 +4,170	+21%	+$101K	0.36%	44
2022 Q4	$478K	Buy	19,822 +7,430	+60%	+$179K	0.33%	48
2022 Q3	$299K	Sell	12,392 -19,930	-62%	-$487K	0.21%	63
2022 Q2	$795K	Sell	32,322 -13,040	-29%	-$321K	0.57%	36
2022 Q1	$1.12M	Buy	45,362 +37,362	+467%	+$938K	0.71%	32
2021 Q4	$203K	Hold	8,000	–	–	0.12%	79
2021 Q3	$205K	Sell	8,000 -346	-4%	-$8.87K	0.13%	72
2021 Q2	$214K	Buy	+8,346	New	+$214K	0.13%	75
2020 Q3	–	Sell	-73,908	Closed	-$1.91M	–	85
2020 Q2	$1.91M	Buy	+73,908	New	+$1.91M	1.58%	15
2020 Q1	–	Sell	-66,130	Closed	-$1.67M	–	53
2019 Q4	$1.67M	Buy	+66,130	New	+$1.67M	1.72%	17

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HC Advisors's SCHO Position: Q1 2026 in Review

HC Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 14% in Q1 2026, buying an estimated $69.3K and bringing the position to 22,506 shares worth $546K. The position accounts for 0.37% of the portfolio, ranked #31.

HC Advisors first reported a position in SCHO in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.36M in Q4 2023. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

HC Advisors held 22,506 shares of Schwab Short-Term US Treasury ETF worth $546K as of Q1 2026.
HC Advisors bought 2,845 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $69.3K.
Schwab Short-Term US Treasury ETF made up 0.37% of HC Advisors's portfolio in Q1 2026, its #31 holding.
HC Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 22 quarters since.
HC Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.36M in Q4 2023.
694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.