JWCA
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J.W. Cole Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

J.W. Cole 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 		$1.19M Buy
+49,340
New +$1.19M 0.02% 699
2026
Q1 		– Sell
-51,008
Closed -$1.18M – 1358
2025
Q4 		$1.18M Buy
51,008
+8,864
+21% +$216K 0.03% 582
2025
Q3 		$1.03M Buy
42,144
+27
+0.1% +$657 0.02% 706
2025
Q2 		$1.03M Buy
42,117
+1,192
+3% +$29K 0.02% 655
2025
Q1 		$996K Buy
40,925
+8,010
+24% +$194K 0.03% 539
2024
Q4 		$792K Sell
32,915
-415
-1% -$10K 0.03% 484
2024
Q3 		$816K Buy
33,330
+80
+0.2% +$1.95K 0.03% 444
2024
Q2 		$800K Sell
33,250
-824
-2% -$19.8K 0.04% 397
2024
Q1 		$821K Sell
34,074
-5,342
-14% -$129K 0.04% 383
2023
Q4 		$955K Sell
39,416
-2,344
-6% -$56.3K 0.06% 310
2023
Q3 		$1,000K Sell
41,760
-928
-2% -$22.2K 0.07% 256
2023
Q2 		$1.03M Buy
42,688
+110
+0.3% +$2.67K 0.07% 265
2023
Q1 		$1.04M Buy
42,578
+3,444
+9% +$83.4K 0.07% 278
2022
Q4 		$944K Sell
39,134
-696
-2% -$16.8K 0.07% 277
2022
Q3 		$961K Buy
39,830
+2,400
+6% +$58.7K 0.08% 259
2022
Q2 		$921K Buy
37,430
+24
+0.1% +$592 0.07% 277
2022
Q1 		$927K Buy
37,406
+20,184
+117% +$507K 0.06% 297
2021
Q4 		$438K Buy
+17,222
New +$439K 0.03% 516
2020
Q1 		– Sell
-10,012
Closed -$253K – 424
2019
Q4 		$253K Buy
+10,012
New +$253K 0.03% 459

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

J.W. Cole Advisors's SCHO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 49,340 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #699 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCHO in Q4 2019 and has held it in 19 quarters since. 192 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • J.W. Cole Advisors held 49,340 shares of Schwab Short-Term US Treasury ETF worth $1.19M as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #699 holding.
  • J.W. Cole Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 19 quarters since.
  • 192 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.