U.S. Capital Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

U.S. Capital Wealth 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	–	Sell	-14,731	Closed	-$359K	–	1071
2025 Q4	$359K	Buy	14,731 +4,717	+47%	+$115K	0.01%	752
2025 Q3	$244K	Sell	10,014 -1,219	-11%	-$29.7K	0.01%	836
2025 Q2	$274K	Buy	+11,233	New	+$273K	0.01%	748

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

U.S. Capital Wealth Advisors's SCHO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 14,731 shares — an estimated $359K sold.

U.S. Capital Wealth Advisors first reported a position in SCHO in Q2 2025 and held it in 3 quarters. The position peaked at $359K in Q4 2025. 695 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 14,731 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $359K.
U.S. Capital Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $359K in Q4 2025.
695 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.