L.J. Altfest & Co’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

L.J. Altfest & Co’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	$791K	Buy	32,747 +1,284	+4%	+$31K	0.08%	157
2026 Q1	$764K	Buy	31,463 +1,152	+4%	+$28K	0.08%	173
2025 Q4	$739K	Buy	30,311 +480	+2%	+$11.7K	0.08%	172
2025 Q3	$728K	Buy	29,831 +1,623	+6%	+$39.5K	0.08%	167
2025 Q2	$688K	Buy	28,208 +1,131	+4%	+$27.5K	0.08%	177
2025 Q1	$659K	Buy	27,077 +10,509	+63%	+$254K	0.08%	173
2024 Q4	$399K	Buy	16,568 +432	+3%	+$10.5K	0.05%	239
2024 Q3	$395K	Sell	16,136 -10,620	-40%	-$258K	0.05%	241
2024 Q2	$644K	Buy	26,756 +1,254	+5%	+$30.1K	0.09%	162
2024 Q1	$615K	Buy	25,502 +516	+2%	+$12.5K	0.09%	166
2023 Q4	$605K	Buy	24,986 +930	+4%	+$22.3K	0.09%	160
2023 Q3	$576K	Buy	24,056 +8,638	+56%	+$207K	0.09%	158
2023 Q2	$371K	Buy	15,418 +1,184	+8%	+$28.7K	0.06%	215
2023 Q1	$347K	Sell	14,234 -124	-0.9%	-$3K	0.05%	208
2022 Q4	$346K	Sell	14,358 -7,148	-33%	-$172K	0.06%	199
2022 Q3	$519K	Buy	21,506 +46	+0.2%	+$1.13K	0.1%	137
2022 Q2	$528K	Buy	21,460 +7,268	+51%	+$179K	0.09%	140
2022 Q1	$352K	Sell	14,192 -176	-1%	-$4.42K	0.06%	189
2021 Q4	$365K	Sell	14,368 -110	-0.8%	-$2.8K	0.07%	186
2021 Q3	$371K	Buy	14,478 +2,522	+21%	+$64.6K	0.08%	177
2021 Q2	$306K	Sell	11,956 -260	-2%	-$6.67K	0.07%	207
2021 Q1	$313K	Sell	12,216 -268	-2%	-$6.88K	0.07%	200
2020 Q4	$321K	Sell	12,484 -3,632	-23%	-$93.4K	0.08%	193
2020 Q3	$415K	Sell	16,116 -446	-3%	-$11.5K	0.11%	141
2020 Q2	$428K	Sell	16,562 -10,330	-38%	-$267K	0.12%	127
2020 Q1	$696K	Sell	26,892 -162,648	-86%	-$4.14M	0.22%	76
2019 Q4	$4.78M	Sell	189,540 -11,752	-6%	-$297K	1.21%	18
2019 Q3	$5.09M	Sell	201,292 -140,434	-41%	-$3.55M	1.31%	19
2019 Q2	$8.64M	Sell	341,726 -481,766	-59%	-$12.1M	2.3%	10
2019 Q1	$20.6M	Buy	823,492 +306,106	+59%	+$7.64M	5.03%	5
2018 Q4	$12.9M	Buy	517,386 +12,782	+3%	+$317K	3.61%	6
2018 Q3	$12.5M	Buy	+504,604	New	+$12.5M	3.64%	4

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

L.J. Altfest & Co's SCHO Position: Q2 2026 in Review

L.J. Altfest & Co increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.1% in Q2 2026, buying an estimated $31K and bringing the position to 32,747 shares worth $791K. The position accounts for 0.08% of the portfolio, ranked #157.

L.J. Altfest & Co first reported a position in SCHO in Q3 2018 and has held it in 32 quarters since. The position peaked at $20.6M in Q1 2019. 376 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

L.J. Altfest & Co held 32,747 shares of Schwab Short-Term US Treasury ETF worth $791K as of Q2 2026.
L.J. Altfest & Co bought 1,284 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $31K.
Schwab Short-Term US Treasury ETF made up 0.08% of L.J. Altfest & Co's portfolio in Q2 2026, its #157 holding.
L.J. Altfest & Co first reported a position in Schwab Short-Term US Treasury ETF in Q3 2018 and has held it in 32 quarters since.
L.J. Altfest & Co's Schwab Short-Term US Treasury ETF position peaked at $20.6M in Q1 2019.
376 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.