Balboa Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Balboa Wealth Partners’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	$375K	Buy	+15,520	New	+$375K	0.05%	292
2025 Q2	–	Sell	-34,976	Closed	-$851K	–	402
2025 Q1	$851K	Buy	+34,976	New	+$847K	0.21%	88
2023 Q1	–	Sell	-9,620	Closed	-$232K	–	318
2022 Q4	$232K	Buy	9,620 +200	+2%	+$4.82K	0.1%	195
2022 Q3	$227K	Buy	+9,420	New	+$230K	0.1%	179

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

Balboa Wealth Partners's SCHO Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 15,520 shares worth $375K. The stake represents 0.05% of the portfolio and ranks #292 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in SCHO as recently as Q1 2025.

Balboa Wealth Partners first reported a position in SCHO in Q3 2022 and has held it in 4 quarters since. The position peaked at $851K in Q1 2025. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Balboa Wealth Partners held 15,520 shares of Schwab Short-Term US Treasury ETF worth $375K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Balboa Wealth Partners position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #292 holding.
Balboa Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 4 quarters since.
Balboa Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $851K in Q1 2025.
722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.