Dynamic Advisor Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Dynamic Advisor Solutions’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	$5.68M	Buy	235,386 +14,842	+7%	+$359K	0.16%	149
2026 Q1	$5.35M	Sell	220,544 -6,806	-3%	-$166K	0.17%	135
2025 Q4	$5.54M	Sell	227,350 -20,414	-8%	-$498K	0.18%	129
2025 Q3	$6.05M	Sell	247,764 -5,846	-2%	-$142K	0.18%	138
2025 Q2	$6.18M	Sell	253,610 -48,370	-16%	-$1.18M	0.19%	124
2025 Q1	$7.35M	Buy	+301,980	New	+$7.31M	0.24%	100
2024 Q4	–	Sell	-305,806	Closed	-$7.49M	–	794
2024 Q3	$7.49M	Sell	305,806 -5,836	-2%	-$142K	0.22%	107
2024 Q2	$7.5M	Buy	311,642 +728	+0.2%	+$17.5K	0.24%	97
2024 Q1	$7.49M	Sell	310,914 -107,992	-26%	-$2.61M	0.25%	96
2023 Q4	$10.1M	Sell	418,906 -5,744	-1%	-$138K	0.38%	61
2023 Q3	$10.2M	Buy	424,650 +107,870	+34%	+$2.59M	0.48%	46
2023 Q2	$7.61M	Sell	316,780 -41,840	-12%	-$1.01M	0.39%	50
2023 Q1	$8.75M	Buy	358,620 +32,588	+10%	+$789K	0.51%	37
2022 Q4	$7.86M	Buy	326,032 +176,614	+118%	+$4.26M	0.54%	39
2022 Q3	$3.6M	Buy	149,418 +26,126	+21%	+$639K	0.27%	86
2022 Q2	$3.03M	Sell	123,292 -44,054	-26%	-$1.09M	0.23%	102
2022 Q1	$4.14M	Sell	167,346 -6,936	-4%	-$174K	0.29%	76
2021 Q4	$4.43M	Buy	174,282 +23,882	+16%	+$609K	0.32%	75
2021 Q3	$3.85M	Buy	150,400 +894	+0.6%	+$22.9K	0.29%	80
2021 Q2	$3.83M	Buy	149,506 +4,594	+3%	+$118K	0.3%	81
2021 Q1	$3.72M	Buy	144,912 +5,042	+4%	+$129K	0.35%	71
2020 Q4	$3.59M	Sell	139,870 -3,758	-3%	-$96.6K	0.34%	82
2020 Q3	$3.7M	Sell	143,628 -19,442	-12%	-$501K	0.42%	58
2020 Q2	$4.21M	Buy	163,070 +92,024	+130%	+$2.38M	0.57%	31
2020 Q1	$1.84M	Sell	71,046 -119,026	-63%	-$3.03M	0.34%	86
2019 Q4	$4.8M	Sell	190,072 -12,970	-6%	-$328K	0.65%	32
2019 Q3	$5.14M	Buy	203,042 +36,744	+22%	+$929K	0.8%	24
2019 Q2	$4.21M	Buy	166,298 +24,388	+17%	+$613K	0.68%	31
2019 Q1	$3.56M	Buy	141,910 +32,272	+29%	+$806K	0.67%	32
2018 Q4	$2.73M	Buy	+109,638	New	+$2.72M	0.58%	44
2018 Q1	–	Sell	-10,646	Closed	-$266K	–	380
2017 Q4	$266K	Buy	+10,646	New	+$267K	0.09%	207

Other funds holding SCHO

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Dynamic Advisor Solutions's SCHO Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.7% in Q2 2026, buying an estimated $359K and bringing the position to 235,386 shares worth $5.68M. The position accounts for 0.16% of the portfolio, ranked #149.

Dynamic Advisor Solutions first reported a position in SCHO in Q4 2017 and has held it in 31 quarters since. The position peaked at $10.2M in Q3 2023. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Dynamic Advisor Solutions held 235,386 shares of Schwab Short-Term US Treasury ETF worth $5.68M as of Q2 2026.
Dynamic Advisor Solutions bought 14,842 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $359K.
Schwab Short-Term US Treasury ETF made up 0.16% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #149 holding.
Dynamic Advisor Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 31 quarters since.
Dynamic Advisor Solutions's Schwab Short-Term US Treasury ETF position peaked at $10.2M in Q3 2023.
136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.