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United Advisor Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

United Advisor Group’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 		$1.38M Sell
57,199
-3,872
-6% -$93.6K 0.15% 164
2026
Q1 		$1.48M Sell
61,071
-6,747
-10% -$164K 0.18% 136
2025
Q4 		$1.65M Buy
67,818
+11,875
+21% +$290K 0.21% 116
2025
Q3 		$1.37M Buy
55,943
+4,291
+8% +$104K 0.18% 126
2025
Q2 		$1.26M Buy
+51,652
New +$1.25M 0.22% 112

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

United Advisor Group's SCHO Position: Q2 2026 in Review

United Advisor Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.3% in Q2 2026, selling an estimated $93.6K and leaving 57,199 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #164.

United Advisor Group first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • United Advisor Group held 57,199 shares of Schwab Short-Term US Treasury ETF worth $1.38M as of Q2 2026.
  • United Advisor Group sold 3,872 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $93.6K.
  • Schwab Short-Term US Treasury ETF made up 0.15% of United Advisor Group's portfolio in Q2 2026, its #164 holding.
  • United Advisor Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • United Advisor Group's Schwab Short-Term US Treasury ETF position peaked at $1.65M in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.