American Institute for Advanced Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

American Institute for Advanced Investment Management’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	$294K	Buy	12,175 +825	+7%	+$19.9K	0.17%	132
2026 Q1	$275K	Buy	11,350 +1,850	+19%	+$45K	0.18%	130
2025 Q4	$232K	Hold	9,500	–	–	0.15%	137
2025 Q3	$232K	Hold	9,500	–	–	0.15%	130
2025 Q2	$232K	Hold	9,500	–	–	0.16%	128
2025 Q1	$231K	Buy	+9,500	New	+$230K	0.18%	124

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MFT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

American Institute for Advanced Investment Management's SCHO Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.3% in Q2 2026, buying an estimated $19.9K and bringing the position to 12,175 shares worth $294K. The position accounts for 0.17% of the portfolio, ranked #132.

American Institute for Advanced Investment Management first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. 492 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

American Institute for Advanced Investment Management held 12,175 shares of Schwab Short-Term US Treasury ETF worth $294K as of Q2 2026.
American Institute for Advanced Investment Management bought 825 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $19.9K.
Schwab Short-Term US Treasury ETF made up 0.17% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #132 holding.
American Institute for Advanced Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
492 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.