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

Win 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 		– Sell
-44,420
Closed -$1.08M – 110
2026
Q1 		$1.08M Buy
44,420
+1,531
+4% +$37.3K 0.49% 48
2025
Q4 		$1.05M Sell
42,889
-4,138
-9% -$101K 0.44% 41
2025
Q3 		$1.15M Buy
47,027
+14,903
+46% +$363K 0.56% 28
2025
Q2 		$783K Sell
32,124
-24,722
-43% -$601K 0.38% 43
2025
Q1 		$1.38M Buy
56,846
+38,134
+204% +$923K 0.71% 30
2024
Q4 		$450K Sell
18,712
-11,138
-37% -$270K 0.22% 50
2024
Q3 		$731K Sell
29,850
-1,728
-5% -$42K 0.34% 49
2024
Q2 		$760K Buy
31,578
+12,856
+69% +$308K 0.34% 33
2024
Q1 		$451K Buy
18,722
+508
+3% +$12.3K 0.2% 38
2023
Q4 		$441K Sell
18,214
-23,486
-56% -$564K 0.2% 42
2023
Q3 		$999K Buy
+41,700
New +$1,000K 0.49% 27
2023
Q2 		– Sell
-18,184
Closed -$444K – 48
2023
Q1 		$444K Buy
18,184
+1,174
+7% +$28.4K 0.18% 31
2022
Q4 		$410K Sell
17,010
-2,012
-11% -$48.5K 0.15% 12
2022
Q3 		$459K Sell
19,022
-1,882
-9% -$46K 0.17% 8
2022
Q2 		$515K Sell
20,904
-8,224
-28% -$203K 1.01% 12
2022
Q1 		$722K Buy
29,128
+5,802
+25% +$146K 0.19% 40
2021
Q4 		$593K Buy
+23,326
New +$595K 0.14% 42

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

Win Advisors's SCHO Position: Q2 2026 in Review

Win Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 44,420 shares — an estimated $1.08M sold.

Win Advisors first reported a position in SCHO in Q4 2021 and held it in 17 quarters. The position peaked at $1.38M in Q1 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Win Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Win Advisors sold 44,420 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.08M.
  • Win Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 17 quarters.
  • Win Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.38M in Q1 2025.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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