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

Westover Capital 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 		$12.2M Buy
507,206
+3,646
+0.7% +$88.1K 2.03% 12
2026
Q1 		$12.2M Buy
503,560
+14,911
+3% +$363K 2.25% 10
2025
Q4 		$11.9M Buy
488,649
+27,908
+6% +$680K 2.17% 10
2025
Q3 		$11.2M Buy
460,741
+11,218
+2% +$273K 2.08% 12
2025
Q2 		$11M Sell
449,523
-4,197
-0.9% -$102K 2.19% 11
2025
Q1 		$11M Buy
453,720
+43,668
+11% +$1.06M 2.45% 8
2024
Q4 		$9.87M Sell
410,052
-307,268
-43% -$7.44M 2.17% 11
2024
Q3 		$17.6M Buy
+717,320
New +$17.4M 3.38% 6

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Westover Capital Advisors's SCHO Position: Q2 2026 in Review

Westover Capital Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.72% in Q2 2026, buying an estimated $88.1K and bringing the position to 507,206 shares worth $12.2M. The position accounts for 2.03% of the portfolio, ranked #12.

Westover Capital Advisors first reported a position in SCHO in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.6M in Q3 2024. 413 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Westover Capital Advisors held 507,206 shares of Schwab Short-Term US Treasury ETF worth $12.2M as of Q2 2026.
  • Westover Capital Advisors bought 3,646 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $88.1K.
  • Schwab Short-Term US Treasury ETF made up 2.03% of Westover Capital Advisors's portfolio in Q2 2026, its #12 holding.
  • Westover Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Westover Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $17.6M in Q3 2024.
  • 413 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.