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

Soltis 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 		$212K Buy
8,773
+416
+5% +$10.1K 0.01% 608
2026
Q1 		$203K Sell
8,357
-1,226
-13% -$29.8K 0.01% 548
2025
Q4 		$234K Sell
9,583
-217
-2% -$5.29K 0.02% 460
2025
Q3 		$239K Sell
9,800
-3,902
-28% -$94.9K 0.02% 423
2025
Q2 		$334K Sell
13,702
-11,368
-45% -$276K 0.03% 306
2025
Q1 		$610K Sell
25,070
-9,178
-27% -$222K 0.05% 215
2024
Q4 		$824K Sell
34,248
-20,136
-37% -$488K 0.08% 184
2024
Q3 		$1.33M Sell
54,384
-5,290
-9% -$129K 0.13% 139
2024
Q2 		$1.44M Sell
59,674
-8,714
-13% -$209K 0.15% 137
2024
Q1 		$1.65M Sell
68,388
-286,792
-81% -$6.93M 0.18% 130
2023
Q4 		$8.6M Sell
355,180
-15,374
-4% -$369K 0.97% 19
2023
Q3 		$8.87M Sell
370,554
-10,134
-3% -$243K 1.14% 15
2023
Q2 		$9.15M Buy
380,688
+6,296
+2% +$153K 1.06% 18
2023
Q1 		$9.13M Buy
374,392
+8,916
+2% +$216K 1.16% 15
2022
Q4 		$8.82M Buy
365,476
+19,554
+6% +$471K 1.16% 16
2022
Q3 		$8.35M Sell
345,922
-10,754
-3% -$263K 1.26% 18
2022
Q2 		$8.77M Buy
+356,676
New +$8.79M 1.27% 18

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

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

Soltis Investment Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5% in Q2 2026, buying an estimated $10.1K and bringing the position to 8,773 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #608.

Soltis Investment Advisors first reported a position in SCHO in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.15M in Q2 2023. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Soltis Investment Advisors held 8,773 shares of Schwab Short-Term US Treasury ETF worth $212K as of Q2 2026.
  • Soltis Investment Advisors bought 416 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $10.1K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #608 holding.
  • Soltis Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Soltis Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $9.15M in Q2 2023.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.