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 Q3	$117K	Sell	21,953 -1	-0%	-$24	﹤0.01%	807
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's SCHO Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0% in Q3 2026, selling an estimated $24 and leaving 21,953 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Valeo Financial Advisors first reported a position in SCHO in Q1 2019 and has held it in 11 quarters since. The position peaked at $123K in Q3 2025. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Valeo Financial Advisors held 21,953 shares of Schwab Short-Term US Treasury ETF worth $117K as of Q3 2026.
Valeo Financial Advisors sold 1 Schwab Short-Term US Treasury ETF share in Q3 2026, an estimated $24.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #807 holding.
Valeo Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 11 quarters since.
Valeo Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $123K in Q3 2025.
80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.