WA
SCHO icon

WBH Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

WBH Advisory’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 		$5.78M Buy
239,495
+121,323
+103% +$2.93M 0.39% 53
2026
Q1 		$2.86M Sell
118,172
-5,223
-4% -$127K 0.21% 94
2025
Q4 		$3.01M Sell
123,395
-2,069
-2% -$50.4K 0.22% 82
2025
Q3 		$3.06M Buy
125,464
+1,893
+2% +$46.1K 0.23% 80
2025
Q2 		$3.01M Sell
123,571
-3,418
-3% -$83K 0.26% 76
2025
Q1 		$3.09M Buy
126,989
+2,971
+2% +$71.9K 0.29% 70
2024
Q4 		$2.98M Sell
124,018
-2,980
-2% -$72.2K 0.28% 71
2024
Q3 		$3.11M Sell
126,998
-7,076
-5% -$172K 0.29% 67
2024
Q2 		$3.23M Sell
134,074
-7,684
-5% -$184K 0.33% 65
2024
Q1 		$3.42M Sell
141,758
-586
-0.4% -$14.2K 0.35% 63
2023
Q4 		$3.45M Buy
142,344
+29,226
+26% +$702K 0.38% 62
2023
Q3 		$2.71M Buy
113,118
+23,062
+26% +$553K 0.33% 68
2023
Q2 		$2.16M Sell
90,056
-11,950
-12% -$290K 0.26% 85
2023
Q1 		$2.49M Buy
+102,006
New +$2.47M 0.31% 76
2022
Q3 		$3.07M Sell
127,362
-213,920
-63% -$5.23M 0.44% 55
2022
Q2 		$8.38M Buy
341,282
+69,154
+25% +$1.7M 1.12% 24
2022
Q1 		$6.71M Buy
272,128
+8,920
+3% +$224K 0.82% 41
2021
Q4 		$6.69M Buy
263,208
+250,730
+2,009% +$6.39M 0.76% 35
2021
Q3 		$319K Sell
12,478
-114
-0.9% -$2.92K 0.04% 240
2021
Q2 		$323K Sell
12,592
-134
-1% -$3.44K 0.05% 219
2021
Q1 		$327K Hold
12,726
– – 0.05% 218
2020
Q4 		$327K Sell
12,726
-300
-2% -$7.71K 0.06% 206
2020
Q3 		$335K Buy
13,026
+682
+6% +$17.6K 0.07% 192
2020
Q2 		$318K Hold
12,344
– – 0.08% 191
2020
Q1 		$319K Buy
12,344
+1,132
+10% +$28.8K 0.07% 169
2019
Q4 		$283K Buy
11,212
+60
+0.5% +$1.52K 0.06% 210
2019
Q3 		$282K Buy
+11,152
New +$282K 0.06% 203

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

WBH Advisory's SCHO Position: Q2 2026 in Review

WBH Advisory increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 103% in Q2 2026, buying an estimated $2.93M and bringing the position to 239,495 shares worth $5.78M. The position accounts for 0.39% of the portfolio, ranked #53.

WBH Advisory first reported a position in SCHO in Q3 2019 and has held it in 27 quarters since. The position peaked at $8.38M in Q2 2022. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • WBH Advisory held 239,495 shares of Schwab Short-Term US Treasury ETF worth $5.78M as of Q2 2026.
  • WBH Advisory bought 121,323 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $2.93M.
  • Schwab Short-Term US Treasury ETF made up 0.39% of WBH Advisory's portfolio in Q2 2026, its #53 holding.
  • WBH Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 27 quarters since.
  • WBH Advisory's Schwab Short-Term US Treasury ETF position peaked at $8.38M in Q2 2022.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.