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

Wealthcare Advisory Partners’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	$557K	Sell	23,070 -4,417	-16%	-$107K	0.01%	681
2026 Q1	$667K	Sell	27,487 -639	-2%	-$15.6K	0.01%	620
2025 Q4	$685K	Sell	28,126 -673	-2%	-$16.4K	0.01%	602
2025 Q3	$703K	Sell	28,799 -1,546	-5%	-$37.6K	0.01%	586
2025 Q2	$740K	Sell	30,345 -42,654	-58%	-$1.04M	0.02%	545
2025 Q1	$1.78M	Sell	72,999 -58,526	-44%	-$1.42M	0.05%	309
2024 Q4	$3.16M	Buy	131,525 +48,449	+58%	+$1.17M	0.09%	191
2024 Q3	$2.03M	Buy	83,076 +65,332	+368%	+$1.59M	0.06%	267
2024 Q2	$427K	Buy	17,744 +2,202	+14%	+$52.8K	0.01%	570
2024 Q1	$375K	Buy	15,542 +1,340	+9%	+$32.4K	0.01%	612
2023 Q4	$344K	Buy	+14,202	New	+$341K	0.01%	571
2021 Q2	–	Sell	-5,170	Closed	-$133K	–	1628
2021 Q1	$133K	Buy	+5,170	New	+$133K	0.01%	583
2020 Q2	–	Sell	-4,306	Closed	-$111K	–	1162
2020 Q1	$111K	Buy	4,306 +334	+8%	+$8.51K	0.02%	358
2019 Q4	$100K	Buy	3,972 +6	+0.2%	+$152	0.01%	407
2019 Q3	$100K	Buy	3,966 +4	+0.1%	+$101	0.01%	386
2019 Q2	$100K	Buy	3,962 +3,028	+324%	+$76.1K	0.02%	380
2019 Q1	$23K	Buy	+934	New	+$23.3K	﹤0.01%	627

Other funds holding SCHO

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners's SCHO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 16% in Q2 2026, selling an estimated $107K and leaving 23,070 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #681.

Wealthcare Advisory Partners first reported a position in SCHO in Q1 2019 and has held it in 17 quarters since. The position peaked at $3.16M in Q4 2024. 192 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Wealthcare Advisory Partners held 23,070 shares of Schwab Short-Term US Treasury ETF worth $557K as of Q2 2026.
Wealthcare Advisory Partners sold 4,417 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $107K.
Schwab Short-Term US Treasury ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #681 holding.
Wealthcare Advisory Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 17 quarters since.
Wealthcare Advisory Partners's Schwab Short-Term US Treasury ETF position peaked at $3.16M in Q4 2024.
192 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.