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

Savvy Advisors Inc’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 		$1.64M Buy
68,058
+5,274
+8% +$127K 0.03% 377
2026
Q1 		$1.52M Buy
62,784
+12,033
+24% +$293K 0.04% 329
2025
Q4 		$1.24M Sell
50,751
-3,199
-6% -$78K 0.04% 328
2025
Q3 		$1.32M Buy
53,950
+2,243
+4% +$54.6K 0.06% 223
2025
Q2 		$1.26M Sell
51,707
-3,234
-6% -$78.6K 0.08% 178
2025
Q1 		$1.34M Buy
54,941
+2,925
+6% +$70.8K 0.13% 127
2024
Q4 		$1.25M Buy
52,016
+5,740
+12% +$139K 0.15% 114
2024
Q3 		$1.13M Buy
46,276
+860
+2% +$20.9K 0.23% 86
2024
Q2 		$1.09M Buy
45,416
+3,876
+9% +$93K 0.36% 65
2024
Q1 		$1M Buy
41,540
+19,876
+92% +$480K 0.58% 40
2023
Q4 		$525K Buy
+21,664
New +$520K 0.51% 54

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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return

Savvy Advisors Inc's SCHO Position: Q2 2026 in Review

Savvy Advisors Inc increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.4% in Q2 2026, buying an estimated $127K and bringing the position to 68,058 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #377.

Savvy Advisors Inc first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. 723 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Savvy Advisors Inc held 68,058 shares of Schwab Short-Term US Treasury ETF worth $1.64M as of Q2 2026.
  • Savvy Advisors Inc bought 5,274 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $127K.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #377 holding.
  • Savvy Advisors Inc first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 723 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.