LA
SCHO icon

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

LVW 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 		$52.7M Buy
2,182,846
+69,861
+3% +$1.69M 4.55% 3
2026
Q1 		$51.3M Buy
2,112,985
+40,751
+2% +$992K 4.89% 3
2025
Q4 		$50.5M Buy
2,072,234
+90,232
+5% +$2.2M 5.12% 3
2025
Q3 		$48.4M Buy
1,982,002
+147,402
+8% +$3.59M 4.94% 4
2025
Q2 		$44.7M Sell
1,834,600
-85,772
-4% -$2.08M 4.88% 4
2025
Q1 		$46.7M Buy
1,920,372
+862,521
+82% +$20.9M 5.59% 3
2024
Q4 		$25.5M Buy
1,057,851
+1,711
+0.2% +$41.4K 3.06% 7
2024
Q3 		$25.9M Buy
1,056,140
+49,584
+5% +$1.21M 3.29% 7
2024
Q2 		$24.2M Buy
1,006,556
+259,140
+35% +$6.22M 3.54% 7
2024
Q1 		$18M Buy
747,416
+90,174
+14% +$2.18M 3.05% 6
2023
Q4 		$15.9M Buy
657,242
+26,814
+4% +$644K 2.98% 6
2023
Q3 		$15.1M Buy
630,428
+6,518
+1% +$156K 3.12% 6
2023
Q2 		$15M Buy
623,910
+31,040
+5% +$753K 2.88% 7
2023
Q1 		$14.5M Sell
592,870
-102,072
-15% -$2.47M 2.83% 6
2022
Q4 		$16.8M Buy
694,942
+294,868
+74% +$7.11M 3.41% 6
2022
Q3 		$9.65M Buy
400,074
+244,466
+157% +$5.98M 2.16% 9
2022
Q2 		$3.83M Sell
155,608
-6,828
-4% -$168K 0.78% 35
2022
Q1 		$4.02M Sell
162,436
-67,952
-29% -$1.71M 0.68% 41
2021
Q4 		$5.86M Sell
230,388
-5,584
-2% -$142K 1% 19
2021
Q3 		$6.04M Sell
235,972
-1,024
-0.4% -$26.2K 1.04% 18
2021
Q2 		$6.07M Sell
236,996
-3,036
-1% -$77.9K 1.08% 18
2021
Q1 		$6.16M Buy
240,032
+1,860
+0.8% +$47.8K 1.18% 15
2020
Q4 		$6.12M Buy
238,172
+29,056
+14% +$747K 1.23% 15
2020
Q3 		$5.38M Buy
209,116
+39,952
+24% +$1.03M 1.19% 16
2020
Q2 		$4.37M Buy
169,164
+44,244
+35% +$1.14M 1.05% 20
2020
Q1 		$3.23M Sell
124,920
-9,378
-7% -$239K 0.86% 31
2019
Q4 		$3.39M Sell
134,298
-4,504
-3% -$114K 0.77% 34
2019
Q3 		$3.51M Buy
+138,802
New +$3.51M 0.87% 26
2019
Q1 		– Sell
-20,148
Closed -$503K – 179
2018
Q4 		$503K Buy
+20,148
New +$500K 0.17% 82
2017
Q3 		– Sell
-28,918
Closed -$729K – 142
2017
Q2 		$729K Sell
28,918
-520,398
-95% -$13.1M 0.26% 53
2017
Q1 		$13.9M Sell
549,316
-80,612
-13% -$2.03M 4.97% 5
2016
Q4 		$15.9M Sell
629,928
-22,722
-3% -$574K 5.55% 4
2016
Q3 		$16.6M Buy
652,650
+290,886
+80% +$7.39M 5.43% 5
2016
Q2 		$9.22M Buy
361,764
+34,952
+11% +$887K 3.46% 4
2016
Q1 		$8.3M Buy
326,812
+82,804
+34% +$2.1M 2.65% 5
2015
Q4 		$6.15M Buy
244,008
+173,066
+244% +$4.38M 2.41% 8
2015
Q3 		$1.8M Buy
70,942
+58,218
+458% +$1.48M 0.83% 35
2015
Q2 		$323K Buy
12,724
+116
+0.9% +$2.94K 0.14% 104
2015
Q1 		$320K Sell
12,608
-26
-0.2% -$659 0.15% 111
2014
Q4 		$320K Buy
+12,634
New +$320K 0.18% 112

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
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
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

LVW Advisors's SCHO Position: Q2 2026 in Review

LVW Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.3% in Q2 2026, buying an estimated $1.69M and bringing the position to 2,182,846 shares worth $52.7M. The position accounts for 4.55% of the portfolio, ranked #3.

LVW Advisors first reported a position in SCHO in Q4 2014 and has held it in 40 quarters since. 333 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • LVW Advisors held 2,182,846 shares of Schwab Short-Term US Treasury ETF worth $52.7M as of Q2 2026.
  • LVW Advisors bought 69,861 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.69M.
  • Schwab Short-Term US Treasury ETF made up 4.55% of LVW Advisors's portfolio in Q2 2026, its #3 holding.
  • LVW Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2014 and has held it in 40 quarters since.
  • 333 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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