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

United Capital 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
Q1 		$783K Sell
32,270
-1,048
-3% -$25.5K ﹤0.01% 862
2025
Q4 		$812K Buy
33,318
+459
+1% +$11.2K ﹤0.01% 807
2025
Q3 		$802K Sell
32,859
-4,157
-11% -$101K 0.01% 711
2025
Q2 		$902K Sell
37,016
-1,415
-4% -$34.4K 0.01% 618
2025
Q1 		$935K Buy
38,431
+4,490
+13% +$109K 0.01% 579
2024
Q4 		$817K Buy
33,941
+167
+0.5% +$4.04K 0.01% 601
2024
Q3 		$827K Sell
33,774
-2,750
-8% -$66.8K 0.01% 593
2024
Q2 		$879K Buy
36,524
+1,728
+5% +$41.4K 0.01% 563
2024
Q1 		$839K Sell
34,796
-25,034
-42% -$605K 0.01% 605
2023
Q4 		$1.45M Sell
59,830
-142,564
-70% -$3.42M 0.01% 480
2023
Q3 		$4.85M Sell
202,394
-14,072
-7% -$337K 0.03% 300
2023
Q2 		$5.2M Buy
216,466
+6,110
+3% +$148K 0.03% 306
2023
Q1 		$5.13M Sell
210,356
-69,948
-25% -$1.69M 0.03% 313
2022
Q4 		$6.76M Sell
280,304
-33,318
-11% -$803K 0.04% 297
2022
Q3 		$7.57M Sell
313,622
-275,034
-47% -$6.73M 0.04% 272
2022
Q2 		$14.5M Sell
588,656
-160,108
-21% -$3.95M 0.08% 211
2022
Q1 		$18.5M Sell
748,764
-105,032
-12% -$2.64M 0.09% 196
2021
Q4 		$21.7M Sell
853,796
-25,818
-3% -$658K 0.1% 190
2021
Q3 		$22.5M Sell
879,614
-34,986
-4% -$896K 0.11% 176
2021
Q2 		$23.4M Sell
914,600
-15,360
-2% -$394K 0.12% 177
2021
Q1 		$23.9M Sell
929,960
-76,956
-8% -$1.98M 0.13% 163
2020
Q4 		$25.9M Buy
1,006,916
+8,132
+0.8% +$209K 0.16% 148
2020
Q3 		$25.7M Buy
998,784
+93,496
+10% +$2.41M 0.17% 142
2020
Q2 		$23.4M Sell
905,288
-140,346
-13% -$3.62M 0.17% 131
2020
Q1 		$27M Buy
1,045,634
+50,904
+5% +$1.3M 0.22% 97
2019
Q4 		$25.1M Sell
994,730
-29,662
-3% -$749K 0.16% 145
2019
Q3 		$25.9M Sell
1,024,392
-26,558
-3% -$671K 0.18% 123
2019
Q2 		$26.6M Sell
1,050,950
-271,306
-21% -$6.82M 0.17% 126
2019
Q1 		$33.2M Sell
1,322,256
-75,444
-5% -$1.88M 0.23% 101
2018
Q4 		$34.9M Buy
1,397,700
+230,100
+20% +$5.71M 0.28% 82
2018
Q3 		$28.9M Buy
1,167,600
+131,556
+13% +$3.27M 0.2% 109
2018
Q2 		$25.8M Buy
1,036,044
+100,878
+11% +$2.51M 0.19% 120
2018
Q1 		$23.3M Buy
935,166
+8,804
+1% +$219K 0.18% 132
2017
Q4 		$23.2M Sell
926,362
-8,100
-0.9% -$203K 0.18% 124
2017
Q3 		$23.5M Buy
934,462
+916,022
+4,968% +$23.1M 0.2% 113
2017
Q2 		$465K Sell
18,440
-2,712
-13% -$68.4K ﹤0.01% 941
2017
Q1 		$534K Sell
21,152
-3,774
-15% -$95.2K 0.01% 900
2016
Q4 		$628K Sell
24,926
-10,572
-30% -$267K 0.01% 873
2016
Q3 		$901K Sell
35,498
-21,794
-38% -$554K 0.01% 799
2016
Q2 		$1.46M Sell
57,292
-12,210
-18% -$310K 0.01% 630
2016
Q1 		$1.76M Sell
69,502
-25,780
-27% -$653K 0.02% 566
2015
Q4 		$2.4M Sell
95,282
-20,632
-18% -$522K 0.03% 514
2015
Q3 		$2.94M Sell
115,914
-32,262
-22% -$818K 0.04% 439
2015
Q2 		$3.76M Buy
148,176
+17,560
+13% +$445K 0.04% 417
2015
Q1 		$3.31M Buy
130,616
+10,264
+9% +$260K 0.04% 436
2014
Q4 		$3.04M Buy
120,352
+98,642
+454% +$2.5M 0.05% 370
2014
Q3 		$549K Buy
+21,710
New +$549K 0.01% 769
2014
Q2 		– Sell
-48,874
Closed -$1.24M – 906
2014
Q1 		$1.24M Buy
+48,874
New +$1.24M 0.03% 436

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

United Capital Financial Advisors's SCHO Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.1% in Q1 2026, selling an estimated $25.5K and leaving 32,270 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

United Capital Financial Advisors first reported a position in SCHO in Q1 2014 and has held it in 48 quarters since. The position peaked at $34.9M in Q4 2018. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • United Capital Financial Advisors held 32,270 shares of Schwab Short-Term US Treasury ETF worth $783K as of Q1 2026.
  • United Capital Financial Advisors sold 1,048 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $25.5K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #862 holding.
  • United Capital Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2014 and has held it in 48 quarters since.
  • United Capital Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $34.9M in Q4 2018.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.