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

World Investment 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 		$13.8M Buy
568,257
+48,372
+9% +$1.17M 0.23% 91
2026
Q1 		$12.6M Sell
519,885
-45,241
-8% -$1.1M 0.2% 108
2025
Q4 		$13.8M Buy
565,126
+4,345
+0.8% +$106K 0.22% 95
2025
Q3 		$13.7M Sell
560,781
-11,777
-2% -$287K 0.28% 73
2025
Q2 		$14M Buy
572,558
+11,378
+2% +$276K 0.32% 64
2025
Q1 		$13.7M Sell
561,180
-111,275
-17% -$2.69M 0.35% 56
2024
Q4 		$16.2M Sell
672,455
-21,535
-3% -$521K 0.44% 43
2024
Q3 		$17M Buy
693,990
+8,590
+1% +$209K 0.53% 39
2024
Q2 		$16.5M Buy
+685,400
New +$16.4M 1.03% 19
2024
Q1 		– Sell
-451,326
Closed -$10.9M – 461
2023
Q4 		$10.9M Sell
451,326
-39,764
-8% -$955K 1.42% 15
2023
Q3 		$11.8M Sell
491,090
-7,214
-1% -$173K 2.33% 11
2023
Q2 		$12M Sell
498,304
-29,502
-6% -$715K 2.32% 12
2023
Q1 		$12.9M Buy
527,806
+11,724
+2% +$284K 2.68% 9
2022
Q4 		$12.4M Buy
516,082
+54,740
+12% +$1.32M 2.85% 9
2022
Q3 		$11.1M Sell
461,342
-10,982
-2% -$269K 2.64% 11
2022
Q2 		$11.6M Buy
472,324
+43,470
+10% +$1.07M 2.44% 11
2022
Q1 		$10.6M Sell
428,854
-40,952
-9% -$1.03M 2.21% 11
2021
Q4 		$11.8M Sell
469,806
-7,352
-2% -$187K 2.46% 9
2021
Q3 		$12.2M Sell
477,158
-27,614
-5% -$708K 2.76% 9
2021
Q2 		$12.9M Sell
504,772
-1,084
-0.2% -$27.8K 2.96% 9
2021
Q1 		$13M Buy
505,856
+67,874
+15% +$1.74M 3.13% 7
2020
Q4 		$11.3M Buy
437,982
+147,126
+51% +$3.78M 2.85% 8
2020
Q3 		$7.49M Buy
290,856
+11,450
+4% +$295K 2.56% 10
2020
Q2 		$7.2M Buy
279,406
+35,476
+15% +$916K 2.52% 12
2020
Q1 		$6.31M Sell
243,930
-33,950
-12% -$865K 2.93% 12
2019
Q4 		$7.01M Buy
277,880
+13,250
+5% +$335K 2.74% 13
2019
Q3 		$6.69M Buy
264,630
+22,764
+9% +$576K 2.87% 11
2019
Q2 		$6.12M Buy
241,866
+26,712
+12% +$671K 2.7% 13
2019
Q1 		$5.4M Sell
215,154
-7,662
-3% -$191K 2.46% 14
2018
Q4 		$5.56M Buy
+222,816
New +$5.53M 2.49% 13

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

World Investment Advisors's SCHO Position: Q2 2026 in Review

World Investment Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.3% in Q2 2026, buying an estimated $1.17M and bringing the position to 568,257 shares worth $13.8M. The position accounts for 0.23% of the portfolio, ranked #91.

World Investment Advisors first reported a position in SCHO in Q4 2018 and has held it in 30 quarters since. The position peaked at $17M in Q3 2024. 720 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • World Investment Advisors held 568,257 shares of Schwab Short-Term US Treasury ETF worth $13.8M as of Q2 2026.
  • World Investment Advisors bought 48,372 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.17M.
  • Schwab Short-Term US Treasury ETF made up 0.23% of World Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • World Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $17M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.