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TrustWell Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

TrustWell Financial 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 		$3.09M Buy
128,130
+426
+0.3% +$10.3K 2.62% 10
2026
Q1 		$3.1M Buy
127,704
+2,208
+2% +$53.7K 2.92% 10
2025
Q4 		$3.06M Buy
+125,496
New +$3.06M 2.96% 10

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

TrustWell Financial Advisors's SCHO Position: Q2 2026 in Review

TrustWell Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.33% in Q2 2026, buying an estimated $10.3K and bringing the position to 128,130 shares worth $3.09M. The position accounts for 2.62% of the portfolio, ranked #10.

TrustWell Financial Advisors first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.1M in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • TrustWell Financial Advisors held 128,130 shares of Schwab Short-Term US Treasury ETF worth $3.09M as of Q2 2026.
  • TrustWell Financial Advisors bought 426 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $10.3K.
  • Schwab Short-Term US Treasury ETF made up 2.62% of TrustWell Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • TrustWell Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • TrustWell Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.1M in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.