Aegis Wealth Management (Maryland)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Aegis Wealth Management (Maryland)’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	$936K	Buy	38,773 +9,227	+31%	+$223K	0.44%	55
2026 Q1	$717K	Sell	29,546 -92	-0.3%	-$2.24K	0.41%	52
2025 Q4	$722K	Buy	29,638 +4,916	+20%	+$120K	0.41%	49
2025 Q3	$603K	Sell	24,722 -876	-3%	-$21.3K	0.32%	58
2025 Q2	$623K	Hold	25,598	–	–	0.37%	50
2025 Q1	$623K	Hold	25,598	–	–	0.37%	52
2024 Q4	$616K	Buy	+25,598	New	+$620K	0.42%	44

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

Aegis Wealth Management (Maryland)'s SCHO Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 31% in Q2 2026, buying an estimated $223K and bringing the position to 38,773 shares worth $936K. The position accounts for 0.44% of the portfolio, ranked #55.

Aegis Wealth Management (Maryland) first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Aegis Wealth Management (Maryland) held 38,773 shares of Schwab Short-Term US Treasury ETF worth $936K as of Q2 2026.
Aegis Wealth Management (Maryland) bought 9,227 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $223K.
Schwab Short-Term US Treasury ETF made up 0.44% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #55 holding.
Aegis Wealth Management (Maryland) first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.