Fourth Dimension Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Fourth Dimension Wealth’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	$114K	Sell	4,737 -50	-1%	-$1.21K	0.04%	191
2026 Q1	$116K	Sell	4,787 -586	-11%	-$14.3K	0.04%	165
2025 Q4	$131K	Sell	5,373 -30	-0.6%	-$731	0.05%	162
2025 Q3	$132K	Sell	5,403 -434	-7%	-$10.6K	0.05%	155
2025 Q2	$142K	Sell	5,837 -2,535	-30%	-$61.6K	0.06%	153
2025 Q1	$204K	Hold	8,372	–	–	0.1%	110
2024 Q4	$201K	Buy	+8,372	New	+$203K	0.11%	104

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

Fourth Dimension Wealth's SCHO Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1% in Q2 2026, selling an estimated $1.21K and leaving 4,737 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #191.

Fourth Dimension Wealth first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $204K in Q1 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Fourth Dimension Wealth held 4,737 shares of Schwab Short-Term US Treasury ETF worth $114K as of Q2 2026.
Fourth Dimension Wealth sold 50 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.21K.
Schwab Short-Term US Treasury ETF made up 0.04% of Fourth Dimension Wealth's portfolio in Q2 2026, its #191 holding.
Fourth Dimension Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Schwab Short-Term US Treasury ETF position peaked at $204K in Q1 2025.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.