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

LexAurum 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	$369K	Buy	15,300 +185	+1%	+$4.47K	0.04%	306
2026 Q1	$367K	Buy	+15,115	New	+$368K	0.05%	291
2025 Q3	$235K	Buy	+9,638	New	+$235K	0.03%	342
2025 Q2	–	Sell	-8,264	Closed	-$201K	–	368
2025 Q1	$201K	Sell	8,264 -108	-1%	-$2.62K	0.04%	332
2024 Q4	$201K	Buy	+8,372	New	+$203K	0.04%	317
2023 Q3	–	Sell	-9,826	Closed	-$236K	–	299
2023 Q2	$236K	Sell	9,826 -3,772	-28%	-$91.5K	0.07%	232
2023 Q1	$332K	Sell	13,598 -4,984	-27%	-$121K	0.11%	173
2022 Q4	$448K	Sell	18,582 -2,032	-10%	-$49K	0.16%	130
2022 Q3	$497K	Buy	+20,614	New	+$504K	0.19%	116

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LexAurum Advisors's SCHO Position: Q2 2026 in Review

LexAurum Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.2% in Q2 2026, buying an estimated $4.47K and bringing the position to 15,300 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #306.

LexAurum Advisors first reported a position in SCHO in Q3 2022 and has held it in 9 quarters since. The position peaked at $497K in Q3 2022. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

LexAurum Advisors held 15,300 shares of Schwab Short-Term US Treasury ETF worth $369K as of Q2 2026.
LexAurum Advisors bought 185 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $4.47K.
Schwab Short-Term US Treasury ETF made up 0.04% of LexAurum Advisors's portfolio in Q2 2026, its #306 holding.
LexAurum Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 9 quarters since.
LexAurum Advisors's Schwab Short-Term US Treasury ETF position peaked at $497K in Q3 2022.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.