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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

World Investment Advisors's SCHO Position: Q1 2026 in Review

World Investment Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 8% in Q1 2026, selling an estimated $1.1M and leaving 519,885 shares worth $12.6M. The position accounts for 0.2% of the portfolio, ranked #108.

World Investment Advisors first reported a position in SCHO in Q4 2018 and has held it in 29 quarters since. The position peaked at $17M in Q3 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

World Investment Advisors held 519,885 shares of Schwab Short-Term US Treasury ETF worth $12.6M as of Q1 2026.
World Investment Advisors sold 45,241 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.1M.
Schwab Short-Term US Treasury ETF made up 0.2% of World Investment Advisors's portfolio in Q1 2026, its #108 holding.
World Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 29 quarters since.
World Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $17M in Q3 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.