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

JFS Wealth 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	$2.22K	Sell	92 -52	-36%	-$1.26K	﹤0.01%	1577
2026 Q1	$3.5K	Hold	144	–	–	﹤0.01%	1319
2025 Q4	$3.51K	Hold	144	–	–	﹤0.01%	1377
2025 Q3	$3.51K	Hold	144	–	–	﹤0.01%	1254
2025 Q2	$3.51K	Hold	144	–	–	﹤0.01%	1213
2025 Q1	$3.5K	Buy	+144	New	+$3.49K	﹤0.01%	1268
2021 Q3	–	Sell	-600	Closed	-$15K	–	846
2021 Q2	$15K	Hold	600	–	–	﹤0.01%	404
2021 Q1	$15K	Hold	600	–	–	﹤0.01%	380
2020 Q4	$15K	Sell	600 -10,752	-95%	-$276K	﹤0.01%	370
2020 Q3	$292K	Sell	11,352 -10,860	-49%	-$280K	0.07%	114
2020 Q2	$573K	Sell	22,212 -16,578	-43%	-$428K	0.15%	86
2020 Q1	$1M	Buy	38,790 +38,190	+6,365%	+$973K	0.3%	60
2019 Q4	$15K	Sell	600 -45,740	-99%	-$1.16M	﹤0.01%	344
2019 Q3	$1.17M	Buy	46,340 +10,630	+30%	+$269K	0.3%	64
2019 Q2	$903K	Sell	35,710 -1,190	-3%	-$29.9K	0.23%	76
2019 Q1	$926K	Sell	36,900 -65,258	-64%	-$1.63M	0.24%	74
2018 Q4	$2.55M	Buy	102,158 +70,418	+222%	+$1.75M	0.68%	33
2018 Q3	$787K	Buy	31,740 +8,738	+38%	+$217K	0.2%	73
2018 Q2	$572K	Buy	23,002 +4,968	+28%	+$123K	0.15%	85
2018 Q1	$449K	Buy	18,034 +8,214	+84%	+$205K	0.12%	92
2017 Q4	$246K	Buy	9,820 +5,104	+108%	+$128K	0.06%	123
2017 Q3	$119K	Buy	+4,716	New	+$119K	0.03%	177
2016 Q4	–	Sell	-388	Closed	-$10K	–	487
2016 Q3	$10K	Hold	388	–	–	﹤0.01%	383
2016 Q2	$10K	Hold	388	–	–	﹤0.01%	389
2016 Q1	$10K	Hold	388	–	–	﹤0.01%	396
2015 Q4	$10K	Buy	+388	New	+$9.82K	﹤0.01%	394

Other funds holding SCHO

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

JFS Wealth Advisors's SCHO Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 36% in Q2 2026, selling an estimated $1.26K and leaving 92 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

JFS Wealth Advisors first reported a position in SCHO in Q4 2015 and has held it in 26 quarters since. The position peaked at $2.55M in Q4 2018. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

JFS Wealth Advisors held 92 shares of Schwab Short-Term US Treasury ETF worth $2.22K as of Q2 2026.
JFS Wealth Advisors sold 52 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.26K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1577 holding.
JFS Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2015 and has held it in 26 quarters since.
JFS Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.55M in Q4 2018.
354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.