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

Valeo 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	$118K	Buy	21,954 +1	+0%	+$24	﹤0.01%	792
2026 Q1	$118K	Buy	21,953 +7,450	+51%	+$181K	﹤0.01%	709
2025 Q4	$56K	Sell	14,503 -2,753	-16%	-$67.1K	﹤0.01%	805
2025 Q3	$123K	Buy	17,256 +4,330	+33%	+$105K	﹤0.01%	784
2025 Q2	$17.6K	Buy	+12,926	New	+$314K	﹤0.01%	771
2021 Q2	–	Sell	-200	Closed	-$5K	–	1573
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	1585
2020 Q4	$5K	Buy	+200	New	+$5.14K	﹤0.01%	1376
2020 Q2	–	Sell	-46	Closed	-$1K	–	2136
2020 Q1	$1K	Buy	+46	New	+$1.17K	﹤0.01%	1704
2019 Q3	–	Sell	-290	Closed	-$7K	–	1655
2019 Q2	$7K	Hold	290	–	–	﹤0.01%	1127
2019 Q1	$7K	Buy	+290	New	+$7.24K	﹤0.01%	1062

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Valeo Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0% in Q2 2026, buying an estimated $24 and bringing the position to 21,954 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Valeo Financial Advisors first reported a position in SCHO in Q1 2019 and has held it in 10 quarters since. The position peaked at $123K in Q3 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Valeo Financial Advisors held 21,954 shares of Schwab Short-Term US Treasury ETF worth $118K as of Q2 2026.
Valeo Financial Advisors bought 1 Schwab Short-Term US Treasury ETF share in Q2 2026, an estimated $24.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #792 holding.
Valeo Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 10 quarters since.
Valeo Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $123K in Q3 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.