Golden State Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Golden State Wealth 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	$15.1K	Buy	+625	New	+$15.1K	﹤0.01%	1013
2026 Q1	–	Sell	-683	Closed	-$16.7K	–	1713
2025 Q4	$16.7K	Buy	683 +52	+8%	+$1.27K	﹤0.01%	970
2025 Q3	$15.4K	Buy	631 +6	+1%	+$146	﹤0.01%	981
2025 Q2	$15.2K	Sell	625 -453	-42%	-$11K	﹤0.01%	954
2025 Q1	$26.2K	Buy	1,078 +5	+0.5%	+$121	﹤0.01%	735
2024 Q4	$25.8K	Buy	+1,073	New	+$26K	﹤0.01%	703
2019 Q4	–	Sell	-1,000	Closed	-$25K	–	755
2019 Q3	$25K	Hold	1,000	–	–	0.01%	578
2019 Q2	$25K	Sell	1,000 -230	-19%	-$5.78K	0.01%	583
2019 Q1	$31K	Buy	+1,230	New	+$30.7K	0.01%	538

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

Golden State Wealth Management's SCHO Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 625 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in SCHO as recently as Q4 2025.

Golden State Wealth Management first reported a position in SCHO in Q1 2019 and has held it in 9 quarters since. The position peaked at $31K in Q1 2019. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Golden State Wealth Management held 625 shares of Schwab Short-Term US Treasury ETF worth $15.1K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Golden State Wealth Management position in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1013 holding.
Golden State Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $31K in Q1 2019.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.