CPIG
SCHO icon

Chicago Partners Investment Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Chicago Partners Investment Group’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
-23,695
Closed -$575K – 1677
2026
Q1 		$575K Buy
23,695
+66
+0.3% +$1.61K 0.01% 807
2025
Q4 		$576K Buy
23,629
+6,982
+42% +$170K 0.01% 692
2025
Q3 		$407K Buy
+16,647
New +$405K 0.01% 810
2023
Q3 		– Sell
-10,674
Closed -$256K – 698
2023
Q2 		$256K Buy
+10,674
New +$259K 0.01% 568
2021
Q4 		– Sell
-14,132
Closed -$360K – 605
2021
Q3 		$360K Sell
14,132
-82,622
-85% -$2.12M 0.03% 406
2021
Q2 		$2.48M Sell
96,754
-874
-0.9% -$22.4K 0.18% 109
2021
Q1 		$2.5M Buy
97,628
+12,868
+15% +$330K 0.21% 95
2020
Q4 		$2.18M Buy
84,760
+24,896
+42% +$640K 0.21% 91
2020
Q3 		$1.54M Buy
+59,864
New +$1.54M 0.18% 102

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Chicago Partners Investment Group's SCHO Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 23,695 shares — an estimated $575K sold.

Chicago Partners Investment Group first reported a position in SCHO in Q3 2020 and held it in 9 quarters. The position peaked at $2.5M in Q1 2021. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Chicago Partners Investment Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 23,695 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $575K.
  • Chicago Partners Investment Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 9 quarters.
  • Chicago Partners Investment Group's Schwab Short-Term US Treasury ETF position peaked at $2.5M in Q1 2021.
  • 354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.