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Eagle Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Eagle Strategies’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 		$3.11M Sell
128,687
-216,017
-63% -$5.22M 0.31% 75
2026
Q1 		$8.37M Buy
344,704
+26,395
+8% +$643K 1% 29
2025
Q4 		$7.76M Buy
318,309
+2,143
+0.7% +$52.3K 0.99% 25
2025
Q3 		$7.71M Buy
316,166
+261,981
+483% +$6.37M 1.03% 25
2025
Q2 		$1.32M Buy
54,185
+12,939
+31% +$314K 0.2% 99
2025
Q1 		$1M Buy
41,246
+6,672
+19% +$162K 0.17% 103
2024
Q4 		$832K Buy
+34,574
New +$837K 0.14% 111
2024
Q2 		– Sell
-10,642
Closed -$257K – 309
2024
Q1 		$257K Buy
+10,642
New +$257K 0.06% 231

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Eagle Strategies's SCHO Position: Q2 2026 in Review

Eagle Strategies reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 63% in Q2 2026, selling an estimated $5.22M and leaving 128,687 shares worth $3.11M. The position accounts for 0.31% of the portfolio, ranked #75.

Eagle Strategies first reported a position in SCHO in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.37M in Q1 2026. 376 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Eagle Strategies held 128,687 shares of Schwab Short-Term US Treasury ETF worth $3.11M as of Q2 2026.
  • Eagle Strategies sold 216,017 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $5.22M.
  • Schwab Short-Term US Treasury ETF made up 0.31% of Eagle Strategies's portfolio in Q2 2026, its #75 holding.
  • Eagle Strategies first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 8 quarters since.
  • Eagle Strategies's Schwab Short-Term US Treasury ETF position peaked at $8.37M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.