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Moneta Group Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Moneta Group Investment 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 		$225K Sell
9,330
-1,005
-10% -$24.3K ﹤0.01% 797
2026
Q1 		$251K Buy
10,335
+342
+3% +$8.32K ﹤0.01% 688
2025
Q4 		$244K Sell
9,993
-532
-5% -$13K ﹤0.01% 698
2025
Q3 		$257K Sell
10,525
-1,511
-13% -$36.8K ﹤0.01% 662
2025
Q2 		$293K Sell
12,036
-1,028
-8% -$25K ﹤0.01% 568
2025
Q1 		$318K Buy
13,064
+214
+2% +$5.18K ﹤0.01% 512
2024
Q4 		$309K Sell
12,850
-28,656
-69% -$694K ﹤0.01% 523
2024
Q3 		$508K Buy
41,506
+24,150
+139% +$587K 0.01% 401
2024
Q2 		$418K Sell
17,356
-1,946
-10% -$46.7K 0.01% 421
2024
Q1 		$465K Buy
19,302
+1,254
+7% +$30.3K 0.01% 392
2023
Q4 		$437K Sell
18,048
-3,870
-18% -$92.9K 0.01% 363
2023
Q3 		$525K Buy
21,918
+1,934
+10% +$46.4K 0.01% 310
2023
Q2 		$480K Buy
19,984
+8,718
+77% +$211K 0.01% 330
2023
Q1 		$275K Buy
+11,266
New +$273K 0.01% 435
2022
Q1 		– Sell
-41,416
Closed -$1.05M – 487
2021
Q4 		$1.05M Buy
+41,416
New +$1.06M 0.04% 197

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moneta Group Investment Advisors's SCHO Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.7% in Q2 2026, selling an estimated $24.3K and leaving 9,330 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Moneta Group Investment Advisors first reported a position in SCHO in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.05M in Q4 2021. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Moneta Group Investment Advisors held 9,330 shares of Schwab Short-Term US Treasury ETF worth $225K as of Q2 2026.
  • Moneta Group Investment Advisors sold 1,005 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $24.3K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #797 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 15 quarters since.
  • Moneta Group Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.05M in Q4 2021.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.