Westfuller Advisors
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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
Q3 		$13.4K Hold
560
– – ﹤0.01% 432
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Westfuller Advisors's SCHO Position: Q3 2026 in Review

Westfuller Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2026 at 560 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Westfuller Advisors first reported a position in SCHO in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q3 2025. 599 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Westfuller Advisors held 560 shares of Schwab Short-Term US Treasury ETF worth $13.4K as of Q3 2026.
  • Westfuller Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Westfuller Advisors's portfolio in Q3 2026, its #432 holding.
  • Westfuller Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Westfuller Advisors's Schwab Short-Term US Treasury ETF position peaked at $15.4K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.