1620 Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

1620 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	$454K	Hold	18,796	–	–	0.28%	97
2026 Q1	$456K	Hold	18,796	–	–	0.31%	94
2025 Q4	$458K	Sell	18,796 -321	-2%	-$7.83K	0.31%	94
2025 Q3	$466K	Sell	19,117 -7,359	-28%	-$179K	0.32%	89
2025 Q2	$645K	Buy	26,476 +25,676	+3,210%	+$624K	0.46%	65
2025 Q1	$19.5K	Sell	800 -150	-16%	-$3.63K	0.01%	384
2024 Q4	$22.9K	Hold	950	–	–	0.02%	376
2024 Q3	$23.3K	Buy	950 +180	+23%	+$4.38K	0.02%	385
2024 Q2	$18.5K	Buy	+770	New	+$18.5K	0.01%	403

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

1620 Investment Advisors's SCHO Position: Q2 2026 in Review

1620 Investment Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 18,796 shares worth $454K. The position accounts for 0.28% of the portfolio, ranked #97.

1620 Investment Advisors first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $645K in Q2 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

1620 Investment Advisors held 18,796 shares of Schwab Short-Term US Treasury ETF worth $454K as of Q2 2026.
1620 Investment Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.28% of 1620 Investment Advisors's portfolio in Q2 2026, its #97 holding.
1620 Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $645K in Q2 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.