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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Soltis Investment Advisors's SCHO Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 13% in Q1 2026, selling an estimated $29.8K and leaving 8,357 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #548.

Soltis Investment Advisors first reported a position in SCHO in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.15M in Q2 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Soltis Investment Advisors held 8,357 shares of Schwab Short-Term US Treasury ETF worth $203K as of Q1 2026.
  • Soltis Investment Advisors sold 1,226 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $29.8K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Soltis Investment Advisors's portfolio in Q1 2026, its #548 holding.
  • Soltis Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 16 quarters since.
  • Soltis Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $9.15M in Q2 2023.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.