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

Peterson 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	$11.8M	Buy	487,954 +15,066	+3%	+$364K	1.39%	15
2026 Q1	$11.5M	Sell	472,888 -9,062	-2%	-$221K	1.53%	15
2025 Q4	$11.7M	Buy	481,950 +57,591	+14%	+$1.4M	1.57%	15
2025 Q3	$10.3M	Buy	424,359 +41,937	+11%	+$1.02M	1.55%	15
2025 Q2	$9.32M	Sell	382,422 -3,828	-1%	-$93K	1.54%	13
2025 Q1	$9.4M	Buy	386,250 +19,187	+5%	+$465K	1.82%	11
2024 Q4	$8.86M	Buy	367,063 +25,403	+7%	+$615K	1.6%	12
2024 Q3	$8.37M	Buy	341,660 +25,874	+8%	+$629K	1.58%	12
2024 Q2	$7.6M	Buy	315,786 +3,452	+1%	+$82.8K	1.59%	11
2024 Q1	$7.53M	Buy	312,334 +34,388	+12%	+$830K	1.6%	11
2023 Q4	$6.73M	Sell	277,946 -682	-0.2%	-$16.4K	1.6%	11
2023 Q3	$6.67M	Buy	278,628 +12,234	+5%	+$293K	1.79%	11
2023 Q2	$6.37M	Buy	266,394 +244,628	+1,124%	+$5.93M	1.68%	11
2023 Q1	$531K	Buy	+21,766	New	+$527K	0.15%	42

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

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

Peterson Wealth Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.2% in Q2 2026, buying an estimated $364K and bringing the position to 487,954 shares worth $11.8M. The position accounts for 1.39% of the portfolio, ranked #15.

Peterson Wealth Advisors first reported a position in SCHO in Q1 2023 and has held it in 14 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Peterson Wealth Advisors held 487,954 shares of Schwab Short-Term US Treasury ETF worth $11.8M as of Q2 2026.
Peterson Wealth Advisors bought 15,066 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $364K.
Schwab Short-Term US Treasury ETF made up 1.39% of Peterson Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Peterson Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.