Waverly Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
Waverly Advisors's SCHO Position: Q2 2026 in Review
Waverly Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 11% in Q2 2026, buying an estimated $3.89M and bringing the position to 1,682,018 shares worth $40.6M. The position accounts for 0.24% of the portfolio, ranked #91.
Waverly Advisors first reported a position in SCHO in Q1 2020 and has held it in 13 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Waverly Advisors held 1,682,018 shares of Schwab Short-Term US Treasury ETF worth $40.6M as of Q2 2026.
- Waverly Advisors bought 160,776 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.89M.
- Schwab Short-Term US Treasury ETF made up 0.24% of Waverly Advisors's portfolio in Q2 2026, its #91 holding.
- Waverly Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and has held it in 13 quarters since.
- 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.