CreativeOne Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $985K | Sell |
40,783
-227,680
| -85% | -$5.5M | 0.02% | 583 |
|
|
2026
Q1 | $6.52M | Buy |
268,463
+242,798
| +946% | +$5.91M | 0.15% | 120 |
|
|
2025
Q4 | $625K | Sell |
25,665
-240,570
| -90% | -$5.87M | 0.02% | 712 |
|
|
2025
Q3 | $6.5M | Sell |
266,235
-1,359
| -0.5% | -$33.1K | 0.16% | 114 |
|
|
2025
Q2 | $6.52M | Sell |
267,594
-735
| -0.3% | -$17.9K | 0.17% | 111 |
|
|
2025
Q1 | $6.53M | Buy |
268,329
+11,851
| +5% | +$287K | 0.2% | 106 |
|
|
2024
Q4 | $6.17M | Sell |
256,478
-5,722
| -2% | -$139K | 0.19% | 107 |
|
|
2024
Q3 | $6.42M | Buy |
262,200
+26,698
| +11% | +$649K | 0.22% | 96 |
|
|
2024
Q2 | $5.67M | Sell |
235,502
-25,814
| -10% | -$619K | 0.29% | 74 |
|
|
2024
Q1 | $6.3M | Buy |
261,316
+4,792
| +2% | +$116K | 0.25% | 79 |
|
|
2023
Q4 | $6.21M | Sell |
256,524
-9,170
| -3% | -$220K | 0.4% | 60 |
|
|
2023
Q3 | $6.36M | Sell |
265,694
-11,744
| -4% | -$282K | 0.46% | 48 |
|
|
2023
Q2 | $6.67M | Sell |
277,438
-6,222
| -2% | -$151K | 0.31% | 62 |
|
|
2023
Q1 | $6.92M | Sell |
283,660
-4,034
| -1% | -$97.7K | 0.34% | 57 |
|
|
2022
Q4 | $6.94M | Sell |
287,694
-15,386
| -5% | -$371K | 0.38% | 61 |
|
|
2022
Q3 | $7.31M | Sell |
303,080
-4,200
| -1% | -$103K | 0.44% | 48 |
|
|
2022
Q2 | $7.56M | Sell |
307,280
-49,256
| -14% | -$1.21M | 0.41% | 51 |
|
|
2022
Q1 | $8.83M | Buy |
356,536
+9,756
| +3% | +$245K | 0.46% | 47 |
|
|
2021
Q4 | $8.82M | Buy |
346,780
+16,880
| +5% | +$430K | 0.44% | 48 |
|
|
2021
Q3 | $8.45M | Buy |
329,900
+57,182
| +21% | +$1.47M | 0.5% | 45 |
|
|
2021
Q2 | $6.98M | Buy |
272,718
+76,942
| +39% | +$1.97M | 0.43% | 49 |
|
|
2021
Q1 | $5.02M | Buy |
195,776
+39,222
| +25% | +$1.01M | 0.38% | 51 |
|
|
2020
Q4 | $4.02M | Buy |
156,554
+52,074
| +50% | +$1.34M | 0.33% | 57 |
|
|
2020
Q3 | $2.69M | Buy |
104,480
+20,476
| +24% | +$528K | 0.37% | 48 |
|
|
2020
Q2 | $2.17M | Sell |
84,004
-13,548
| -14% | -$350K | 0.34% | 52 |
|
|
2020
Q1 | $2.52M | Buy |
97,552
+3,794
| +4% | +$96.6K | 0.48% | 38 |
|
|
2019
Q4 | $2.37M | Buy |
93,758
+5,828
| +7% | +$147K | 0.4% | 44 |
|
|
2019
Q3 | $2.22M | Buy |
87,930
+8,328
| +10% | +$211K | 0.43% | 44 |
|
|
2019
Q2 | $2.01M | Buy |
79,602
+9,794
| +14% | +$246K | 0.42% | 39 |
|
|
2019
Q1 | $1.75M | Buy |
69,808
+9,698
| +16% | +$242K | 0.46% | 30 |
|
|
2018
Q4 | $1.5M | Buy |
60,110
+11,954
| +25% | +$296K | 0.5% | 29 |
|
|
2018
Q3 | $1.19M | Buy |
48,156
+13,466
| +39% | +$334K | 0.44% | 28 |
|
|
2018
Q2 | $863K | Buy |
34,690
+24,862
| +253% | +$618K | 0.37% | 27 |
|
|
2018
Q1 | $245K | Buy |
+9,828
| New | +$245K | 0.12% | 48 |
|
Other funds holding SCHO
MA
CreativeOne Wealth's SCHO Position: Q2 2026 in Review
CreativeOne Wealth reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 85% in Q2 2026, selling an estimated $5.5M and leaving 40,783 shares worth $985K. The position accounts for 0.02% of the portfolio, ranked #583.
CreativeOne Wealth first reported a position in SCHO in Q1 2018 and has held it in 34 quarters since. The position peaked at $8.83M in Q1 2022. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- CreativeOne Wealth held 40,783 shares of Schwab Short-Term US Treasury ETF worth $985K as of Q2 2026.
- CreativeOne Wealth sold 227,680 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $5.5M.
- Schwab Short-Term US Treasury ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #583 holding.
- CreativeOne Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 34 quarters since.
- CreativeOne Wealth's Schwab Short-Term US Treasury ETF position peaked at $8.83M in Q1 2022.
- 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.