Dynamic Advisor Solutions’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
Q3 | $4.05M | Sell |
169,657
-65,729
| -28% | -$1.58M | 0.11% | 187 |
|
|
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
Dynamic Advisor Solutions's SCHO Position: Q3 2026 in Review
Dynamic Advisor Solutions reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 28% in Q3 2026, selling an estimated $1.58M and leaving 169,657 shares worth $4.05M. The position accounts for 0.11% of the portfolio, ranked #187.
Dynamic Advisor Solutions first reported a position in SCHO in Q4 2017 and has held it in 32 quarters since. The position peaked at $10.2M in Q3 2023. 158 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.
- Dynamic Advisor Solutions held 169,657 shares of Schwab Short-Term US Treasury ETF worth $4.05M as of Q3 2026.
- Dynamic Advisor Solutions sold 65,729 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $1.58M.
- Schwab Short-Term US Treasury ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #187 holding.
- Dynamic Advisor Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 32 quarters since.
- Dynamic Advisor Solutions's Schwab Short-Term US Treasury ETF position peaked at $10.2M in Q3 2023.
- 158 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.