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

Cedarwood Wealth’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
-10,442
Closed -$253K – 99
2026
Q1 		$253K Hold
10,442
– – 0.26% 70
2025
Q4 		$255K Buy
+10,442
New +$255K 0.28% 68

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

Cedarwood Wealth's SCHO Position: Q2 2026 in Review

Cedarwood Wealth sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 10,442 shares — an estimated $253K sold.

Cedarwood Wealth first reported a position in SCHO in Q4 2025 and held it in 2 quarters. The position peaked at $255K in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Cedarwood Wealth reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Cedarwood Wealth sold 10,442 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $253K.
  • Cedarwood Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Cedarwood Wealth's Schwab Short-Term US Treasury ETF position peaked at $255K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.