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

Pure Financial 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	$15.6M	Buy	646,827 +17,991	+3%	+$435K	0.2%	68
2026 Q1	$15.3M	Buy	628,836 +31,986	+5%	+$779K	0.22%	61
2025 Q4	$14.5M	Buy	596,850 +8,461	+1%	+$206K	0.21%	64
2025 Q3	$14.4M	Buy	588,389 +11,253	+2%	+$274K	0.23%	62
2025 Q2	$14.1M	Buy	577,136 +7,122	+1%	+$173K	0.25%	58
2025 Q1	$13.9M	Sell	570,014 -13,083	-2%	-$317K	0.29%	51
2024 Q4	$14M	Buy	583,097 +36,983	+7%	+$896K	0.32%	46
2024 Q3	$13.4M	Buy	546,114 +12,064	+2%	+$293K	0.32%	46
2024 Q2	$12.9M	Buy	534,050 +14,848	+3%	+$356K	0.36%	46
2024 Q1	$12.5M	Buy	519,202 +6,112	+1%	+$148K	0.39%	46
2023 Q4	$12.4M	Sell	513,090 -1,896	-0.4%	-$45.5K	0.43%	45
2023 Q3	$12.3M	Buy	514,986 +173,528	+51%	+$4.16M	0.5%	39
2023 Q2	$8.21M	Sell	341,458 -10,426	-3%	-$253K	0.35%	52
2023 Q1	$8.58M	Sell	351,884 -18,846	-5%	-$456K	0.4%	51
2022 Q4	$8.94M	Buy	370,730 +323,376	+683%	+$7.8M	0.46%	44
2022 Q3	$1.14M	Buy	47,354 +11,496	+32%	+$281K	0.07%	106
2022 Q2	$882K	Buy	35,858 +98	+0.3%	+$2.42K	0.05%	118
2022 Q1	$886K	Buy	35,760 +1,122	+3%	+$28.2K	0.04%	112
2021 Q4	$881K	Buy	34,638 +940	+3%	+$24K	0.04%	104
2021 Q3	$863K	Sell	33,698 -504	-1%	-$12.9K	0.07%	96
2021 Q2	$876K	Sell	34,202 -666	-2%	-$17.1K	0.07%	100
2021 Q1	$895K	Buy	34,868 +4,176	+14%	+$107K	0.09%	94
2020 Q4	$789K	Buy	30,692 +5,076	+20%	+$131K	0.09%	93
2020 Q3	$660K	Sell	25,616 -7,960	-24%	-$205K	0.1%	91
2020 Q2	$867K	Buy	33,576 +10,214	+44%	+$264K	0.14%	75
2020 Q1	$604K	Buy	23,362 +6,706	+40%	+$171K	0.1%	85
2019 Q4	$420K	Sell	16,656 -1,212	-7%	-$30.6K	0.07%	99
2019 Q3	$452K	Buy	17,868 +1,502	+9%	+$38K	0.08%	93
2019 Q2	$414K	Buy	16,366 +1,038	+7%	+$26.1K	0.07%	97
2019 Q1	$385K	Buy	15,328 +608	+4%	+$15.2K	0.07%	97
2018 Q4	$367K	Buy	14,720 +668	+5%	+$16.6K	0.07%	97
2018 Q3	$348K	Buy	+14,052	New	+$349K	0.08%	107

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

Pure Financial Advisors's SCHO Position: Q2 2026 in Review

Pure Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.9% in Q2 2026, buying an estimated $435K and bringing the position to 646,827 shares worth $15.6M. The position accounts for 0.2% of the portfolio, ranked #68.

Pure Financial Advisors first reported a position in SCHO in Q3 2018 and has held it in 32 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Pure Financial Advisors held 646,827 shares of Schwab Short-Term US Treasury ETF worth $15.6M as of Q2 2026.
Pure Financial Advisors bought 17,991 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $435K.
Schwab Short-Term US Treasury ETF made up 0.2% of Pure Financial Advisors's portfolio in Q2 2026, its #68 holding.
Pure Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2018 and has held it in 32 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.