WIN ADVISORS, INC SCHO — SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETF

Ownership history in WIN ADVISORS, INC  ·  17 quarters on record

AI Ownership Summary

WIN ADVISORS, INC reported SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETF (SCHO) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2025 Q1. The latest visible filing shows SCHO at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WIN ADVISORS, INC's position in SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHO was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHO stock page WIN ADVISORS, INC fund profile WIN ADVISORS, INC full holdings
How WIN ADVISORS, INC held SCHO — position size vs. price
% of Fund (quarterly)    SCHO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 44,420 +1,531 +3.6% 0.49% $1.1M 2026-05-01 $24.18
2025 Q4 REDUCED 8.8% +0.2% ❌ 42,889 -4,138 -8.8% 0.44% $1.0M 2026-02-04 $24.11
2025 Q3 ADDED — — — 47,027 +14,903 +46.4% 0.56% $1.1M 2025-11-04 $23.88
2025 Q2 REDUCED 43.5% +1.1% ❌ 32,124 -24,722 -43.5% 0.38% $783K 2025-08-14 $23.63
2025 Q1 ADDED — — — 56,846 +38,134 +203.8% 0.71% $1.4M 2025-04-23 $23.32
2024 Q4 ADDED — — — 18,712 +3,787 +25.4% 0.22% $450K 2025-01-27 $22.98
2024 Q3 REDUCED 5.5% -0.1% ✅ 14,925 -864 -5.5% 0.34% $731K 2024-10-31 $22.76
2024 Q2 ADDED — — — 15,789 +6,428 +68.7% 0.34% $760K 2024-08-02 $22.69
2024 Q1 ADDED — — — 9,361 +254 +2.8% 0.20% $451K 2024-04-24 $22.00
2023 Q4 REDUCED 56.3% +0.1% ❌ 9,107 -11,743 -56.3% 0.20% $441K 2024-02-05 $21.99
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHO

As of 2026 Q1 — sorted by position size

Holcombe Financial, Inc. 14.69% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 11.91% Arnold Financial Planning LLC 11.75% Clear Retirement Advice LLC 11.4% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.23% TruNorth Capital Management, LLC 9.14% KRM WEALTH MANAGEMENT L.L.C. 8.35% FLC Capital Advisors 3Y 7Y 7.45% FIDUCIARY FINANCIAL GROUP, LLC 7.01% Blue Sky Capital Consultants Group, Inc. 6.89%

FAQ About WIN ADVISORS, INC and SCHO

These are the practical questions this page is built to answer before you even open the full history table.

How long has WIN ADVISORS, INC reported owning SCHO?

WIN ADVISORS, INC reported SCHO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHO position in WIN ADVISORS, INC's portfolio?

The largest reported portfolio weight for SCHO was 0.71% in 2025 Q1.

What is the latest reported SCHO position on this page?

The most recent filing on this page is 2026 Q1, when WIN ADVISORS, INC reported 44,420 shares, equal to 0.49% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SCHO ownership page compare?

The chart compares WIN ADVISORS, INC's quarterly SCHO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WIN ADVISORS, INC time their SCHO position?

Based on 13F filing dates vs. subsequent SCHO price moves, WIN ADVISORS, INC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on SCHO relative to SPY over the holding period was -10.0%.

← Back to WIN ADVISORS, INC Holdings