GeoWealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

GeoWealth Management’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	$437K	Buy	18,118 +7,010	+63%	+$169K	0.01%	533
2026 Q1	$270K	Buy	11,108 +10,971	+8,008%	+$267K	0.01%	646
2025 Q4	$3.34K	Buy	+137	New	+$3.34K	﹤0.01%	759
2025 Q1	–	Sell	-306	Closed	-$7.36K	–	1680
2024 Q4	$7.36K	Sell	306 -2	-0.6%	-$48	﹤0.01%	1518
2024 Q3	$7.54K	Buy	308 +306	+15,300%	+$7.44K	﹤0.01%	1403
2024 Q2	$47	Sell	2 -306	-99%	-$7.34K	﹤0.01%	859
2024 Q1	$7.42K	Sell	308 -664	-68%	-$16K	﹤0.01%	837
2023 Q4	$24K	Buy	+972	New	+$23.3K	﹤0.01%	647
2023 Q2	–	Sell	-39,092	Closed	-$954K	–	470
2023 Q1	$954K	Buy	+39,092	New	+$947K	0.11%	100
2022 Q3	–	Sell	-8,826	Closed	-$216K	–	372
2022 Q2	$216K	Buy	8,826 +978	+12%	+$24.1K	0.03%	240
2022 Q1	$194K	Sell	7,848 -798	-9%	-$20K	0.02%	296
2021 Q4	$219K	Sell	8,646 -2,818	-25%	-$71.8K	0.02%	262
2021 Q3	$294K	Buy	11,464 +310	+3%	+$7.94K	0.02%	266
2021 Q2	$286K	Buy	+11,154	New	+$286K	0.04%	184
2019 Q4	–	Sell	-32,108	Closed	-$812K	–	187
2019 Q3	$812K	Buy	+32,108	New	+$812K	0.18%	77

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

GeoWealth Management's SCHO Position: Q2 2026 in Review

GeoWealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 63% in Q2 2026, buying an estimated $169K and bringing the position to 18,118 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #533.

GeoWealth Management first reported a position in SCHO in Q3 2019 and has held it in 15 quarters since. The position peaked at $954K in Q1 2023. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

GeoWealth Management held 18,118 shares of Schwab Short-Term US Treasury ETF worth $437K as of Q2 2026.
GeoWealth Management bought 7,010 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $169K.
Schwab Short-Term US Treasury ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #533 holding.
GeoWealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 15 quarters since.
GeoWealth Management's Schwab Short-Term US Treasury ETF position peaked at $954K in Q1 2023.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.