CWA Asset Management Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

CWA Asset Management 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	-34,135	Closed	-$828K	–	757
2026 Q1	$828K	Buy	+34,135	New	+$831K	0.03%	404
2024 Q4	–	Sell	-8,278	Closed	-$203K	–	612
2024 Q3	$203K	Buy	+8,278	New	+$201K	0.01%	552
2024 Q1	$621K	Hold	25,742	–	–	0.04%	289
2023 Q4	$624K	Sell	25,742 -5,148	-17%	-$124K	0.04%	222
2023 Q3	$740K	Buy	30,890 +1,324	+4%	+$31.7K	0.05%	167
2023 Q2	$710K	Sell	29,566 -310	-1%	-$7.52K	0.05%	163
2023 Q1	$729K	Sell	29,876 -31,012	-51%	-$751K	0.05%	156
2022 Q4	$1.47M	Buy	+60,888	New	+$1.47M	0.12%	122

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

CWA Asset Management Group's SCHO Position: Q2 2026 in Review

CWA Asset Management Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 34,135 shares — an estimated $828K sold.

CWA Asset Management Group first reported a position in SCHO in Q4 2022 and held it in 8 quarters. The position peaked at $1.47M in Q4 2022. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

CWA Asset Management Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
CWA Asset Management Group sold 34,135 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $828K.
CWA Asset Management Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 8 quarters.
CWA Asset Management Group's Schwab Short-Term US Treasury ETF position peaked at $1.47M in Q4 2022.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.