WA
SCHO icon

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

Westfuller 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 		$13.5K Hold
560
– – ﹤0.01% 436
2026
Q1 		$13.6K Sell
560
-72
-11% -$1.75K 0.01% 401
2025
Q4 		$15.4K Hold
632
– – 0.01% 406
2025
Q3 		$15.4K Buy
+632
New +$15.4K 0.01% 404

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

Westfuller Advisors's SCHO Position: Q2 2026 in Review

Westfuller Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 560 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Westfuller Advisors first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.4K in Q3 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Westfuller Advisors held 560 shares of Schwab Short-Term US Treasury ETF worth $13.5K as of Q2 2026.
  • Westfuller Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #436 holding.
  • Westfuller Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Schwab Short-Term US Treasury ETF position peaked at $15.4K in Q3 2025.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.