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

Inspire 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 		$1.61M Buy
66,613
+2,334
+4% +$56.4K 0.11% 145
2026
Q1 		$1.56M Buy
64,279
+14,214
+28% +$346K 0.13% 129
2025
Q4 		$1.22M Buy
50,065
+6,966
+16% +$170K 0.11% 134
2025
Q3 		$1.05M Sell
43,099
-90,462
-68% -$2.2M 0.1% 161
2025
Q2 		$3.26M Buy
133,561
+57,443
+75% +$1.4M 0.34% 38
2025
Q1 		$1.85M Buy
76,118
+46,408
+156% +$1.12M 0.21% 77
2024
Q4 		$715K Sell
29,710
-2,294
-7% -$55.5K 0.09% 152
2024
Q3 		$784K Sell
32,004
-240
-0.7% -$5.83K 0.1% 134
2024
Q2 		$776K Sell
32,244
-12,168
-27% -$292K 0.1% 128
2024
Q1 		$1.07M Buy
44,412
+3,178
+8% +$76.7K 0.15% 89
2023
Q4 		$999K Sell
41,234
-125,542
-75% -$3.01M 0.15% 80
2023
Q3 		$3.99M Sell
166,776
-69,492
-29% -$1.67M 0.71% 19
2023
Q2 		$5.68M Buy
236,268
+179,676
+317% +$4.36M 1.09% 10
2023
Q1 		$1.38M Buy
56,592
+3,348
+6% +$81.1K 0.32% 17
2022
Q4 		$1.28M Sell
53,244
-5,862
-10% -$141K 0.32% 15
2022
Q3 		$1.43M Buy
+59,106
New +$1.45M 0.39% 13

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

Inspire Advisors's SCHO Position: Q2 2026 in Review

Inspire Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.6% in Q2 2026, buying an estimated $56.4K and bringing the position to 66,613 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #145.

Inspire Advisors first reported a position in SCHO in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.68M in Q2 2023. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Inspire Advisors held 66,613 shares of Schwab Short-Term US Treasury ETF worth $1.61M as of Q2 2026.
  • Inspire Advisors bought 2,334 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $56.4K.
  • Schwab Short-Term US Treasury ETF made up 0.11% of Inspire Advisors's portfolio in Q2 2026, its #145 holding.
  • Inspire Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Inspire Advisors's Schwab Short-Term US Treasury ETF position peaked at $5.68M in Q2 2023.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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