Baker Avenue Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Baker Avenue Asset 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	–	Sell	-15,728	Closed	-$382K	–	854
2026 Q1	$382K	Hold	15,728	–	–	0.01%	524
2025 Q4	$383K	Hold	15,728	–	–	0.01%	433
2025 Q3	$384K	Hold	15,728	–	–	0.01%	413
2025 Q2	$383K	Hold	15,728	–	–	0.01%	339
2025 Q1	$383K	Hold	15,728	–	–	0.01%	331
2024 Q4	$378K	Hold	15,728	–	–	0.01%	328
2024 Q3	$385K	Buy	+15,728	New	+$382K	0.01%	317
2019 Q1	–	Sell	-14,780	Closed	-$369K	–	267
2018 Q4	$369K	Buy	+14,780	New	+$367K	0.04%	205

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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return

Baker Avenue Asset Management's SCHO Position: Q2 2026 in Review

Baker Avenue Asset Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 15,728 shares — an estimated $382K sold.

Baker Avenue Asset Management first reported a position in SCHO in Q4 2018 and held it in 8 quarters. The position peaked at $385K in Q3 2024. 723 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Baker Avenue Asset Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Baker Avenue Asset Management sold 15,728 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $382K.
Baker Avenue Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 8 quarters.
Baker Avenue Asset Management's Schwab Short-Term US Treasury ETF position peaked at $385K in Q3 2024.
723 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.