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

Regal 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 		$656K Buy
+27,189
New +$657K 0.03% 408
2013
Q4 		– Sell
-7,400
Closed -$187K – 938
2013
Q3 		$187K Buy
+7,400
New +$187K 0.11% 171

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

Regal Investment Advisors's SCHO Position: Q2 2026 in Review

Regal Investment Advisors opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 27,189 shares worth $656K. The stake represents 0.03% of the portfolio and ranks #408 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in SCHO as recently as Q3 2013.

Regal Investment Advisors first reported a position in SCHO in Q3 2013 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Regal Investment Advisors held 27,189 shares of Schwab Short-Term US Treasury ETF worth $656K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Regal Investment Advisors position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #408 holding.
  • Regal Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2013 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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