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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
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 $1.37T 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

Strategic Advocates's SCHO Position: Q1 2026 in Review

Strategic Advocates reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 100% in Q1 2026, selling an estimated $208K and leaving 20 shares worth $485. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Strategic Advocates first reported a position in SCHO in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.25M in Q3 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Strategic Advocates held 20 shares of Schwab Short-Term US Treasury ETF worth $485 as of Q1 2026.
  • Strategic Advocates sold 8,530 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $208K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Strategic Advocates's portfolio in Q1 2026, its #247 holding.
  • Strategic Advocates first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • Strategic Advocates's Schwab Short-Term US Treasury ETF position peaked at $9.25M in Q3 2023.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.