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

Balanced Rock 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 		$1.04M Sell
43,116
-28,010
-39% -$677K 0.65% 38
2026
Q1 		$1.73M Buy
71,126
+1,513
+2% +$36.8K 1.21% 29
2025
Q4 		$1.7M Buy
69,613
+690
+1% +$16.8K 1.21% 28
2025
Q3 		$1.68M Buy
68,923
+5,341
+8% +$130K 1.23% 28
2025
Q2 		$1.55M Buy
63,582
+214
+0.3% +$5.2K 1.22% 28
2025
Q1 		$1.54M Buy
63,368
+965
+2% +$23.4K 1.23% 26
2024
Q4 		$1.5M Buy
62,403
+4,859
+8% +$118K 1.19% 27
2024
Q3 		$1.41M Buy
57,544
+4,996
+10% +$121K 1.1% 27
2024
Q2 		$1.26M Buy
52,548
+2,906
+6% +$69.7K 1.06% 28
2024
Q1 		$1.2M Sell
49,642
-11,414
-19% -$276K 1.02% 29
2023
Q4 		$1.48M Buy
+61,056
New +$1.47M 1.31% 22

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Balanced Rock Investment Advisors's SCHO Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 39% in Q2 2026, selling an estimated $677K and leaving 43,116 shares worth $1.04M. The position accounts for 0.65% of the portfolio, ranked #38.

Balanced Rock Investment Advisors first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q1 2026. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Balanced Rock Investment Advisors held 43,116 shares of Schwab Short-Term US Treasury ETF worth $1.04M as of Q2 2026.
  • Balanced Rock Investment Advisors sold 28,010 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $677K.
  • Schwab Short-Term US Treasury ETF made up 0.65% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Balanced Rock Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Balanced Rock Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.73M in Q1 2026.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.