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Strategic Advocates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Strategic Advocates’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 		$483 Hold
20
– – ﹤0.01% 236
2026
Q1 		$485 Sell
20
-8,530
-100% -$208K ﹤0.01% 247
2025
Q4 		$208K Hold
8,550
– – 0.05% 112
2025
Q3 		$209K Sell
8,550
-368
-4% -$8.95K 0.05% 124
2025
Q2 		$217K Sell
8,918
-120
-1% -$2.92K 0.06% 119
2025
Q1 		$220K Sell
9,038
-820
-8% -$19.9K 0.08% 101
2024
Q4 		$237K Sell
9,858
-17,672
-64% -$428K 0.08% 93
2024
Q3 		$674K Sell
27,530
-15,030
-35% -$365K 0.24% 62
2024
Q2 		$1.02M Sell
42,560
-54,200
-56% -$1.3M 0.41% 33
2024
Q1 		$2.33M Sell
96,760
-199,852
-67% -$4.83M 0.9% 25
2023
Q4 		$7.19M Sell
296,612
-89,692
-23% -$2.15M 3.05% 9
2023
Q3 		$9.25M Buy
+386,304
New +$9.26M 4.35% 7

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

Strategic Advocates's SCHO Position: Q2 2026 in Review

Strategic Advocates held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 20 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Strategic Advocates first reported a position in SCHO in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.25M in Q3 2023. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Strategic Advocates held 20 shares of Schwab Short-Term US Treasury ETF worth $483 as of Q2 2026.
  • Strategic Advocates left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Strategic Advocates's portfolio in Q2 2026, its #236 holding.
  • Strategic Advocates first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • Strategic Advocates's Schwab Short-Term US Treasury ETF position peaked at $9.25M in Q3 2023.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.