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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
Q2 		$572K Buy
23,711
+1,205
+5% +$29.1K 0.35% 30
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
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

HC Advisors's SCHO Position: Q2 2026 in Review

HC Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.4% in Q2 2026, buying an estimated $29.1K and bringing the position to 23,711 shares worth $572K. The position accounts for 0.35% of the portfolio, ranked #30.

HC Advisors first reported a position in SCHO in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.36M in Q4 2023. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • HC Advisors held 23,711 shares of Schwab Short-Term US Treasury ETF worth $572K as of Q2 2026.
  • HC Advisors bought 1,205 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $29.1K.
  • Schwab Short-Term US Treasury ETF made up 0.35% of HC Advisors's portfolio in Q2 2026, its #30 holding.
  • HC Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 23 quarters since.
  • HC Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.36M in Q4 2023.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.