Gradient Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Gradient Capital Advisors’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	$289K	Buy	11,954 +581	+5%	+$14K	0.07%	145
2026 Q1	$276K	Sell	11,373 -4,576	-29%	-$111K	0.07%	145
2025 Q4	$389K	Buy	15,949 +4,299	+37%	+$105K	0.1%	119
2025 Q3	$284K	Buy	11,650 +1,035	+10%	+$25.2K	0.08%	139
2025 Q2	$259K	Sell	10,615 -4,824	-31%	-$117K	0.08%	140
2025 Q1	$376K	Buy	15,439 +5,116	+50%	+$124K	0.12%	110
2024 Q4	$248K	Buy	10,323 +597	+6%	+$14.5K	0.08%	138
2024 Q3	$238K	Buy	+9,726	New	+$236K	0.08%	139
2024 Q1	–	Sell	-11,218	Closed	-$272K	–	144
2023 Q4	$272K	Buy	+11,218	New	+$269K	0.1%	125
2022 Q4	–	Sell	-18,430	Closed	-$445K	–	138
2022 Q3	$445K	Buy	+18,430	New	+$451K	0.21%	80
2021 Q4	–	Sell	-10,162	Closed	-$260K	–	125
2021 Q3	$260K	Sell	10,162 -4,030	-28%	-$103K	0.12%	101
2021 Q2	$363K	Sell	14,192 -3,336	-19%	-$85.5K	0.17%	90
2021 Q1	$450K	Sell	17,528 -22,236	-56%	-$571K	0.24%	77
2020 Q4	$1.02M	Sell	39,764 -67,026	-63%	-$1.72M	0.58%	40
2020 Q3	$2.75M	Sell	106,790 -16,592	-13%	-$428K	1.72%	14
2020 Q2	$3.19M	Sell	123,382 -4,456	-3%	-$115K	2.15%	10
2020 Q1	$3.31M	Sell	127,838 -59,002	-32%	-$1.5M	2.67%	9
2019 Q4	$4.72M	Buy	186,840 +7,154	+4%	+$181K	3.28%	7
2019 Q3	$4.54M	Buy	179,686 +43,036	+31%	+$1.09M	3.39%	7
2019 Q2	$3.46M	Buy	136,650 +42,478	+45%	+$1.07M	2.66%	9
2019 Q1	$2.36M	Buy	94,172 +22,646	+32%	+$566K	1.88%	14
2018 Q4	$1.78M	Sell	71,526 -11,666	-14%	-$289K	1.54%	19
2018 Q3	$2.06M	Sell	83,192 -7,546	-8%	-$187K	1.74%	13
2018 Q2	$2.26M	Buy	90,738 +30,802	+51%	+$765K	2.1%	12
2018 Q1	$1.49M	Buy	+59,936	New	+$1.49M	1.49%	18

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

Gradient Capital Advisors's SCHO Position: Q2 2026 in Review

Gradient Capital Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.1% in Q2 2026, buying an estimated $14K and bringing the position to 11,954 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #145.

Gradient Capital Advisors first reported a position in SCHO in Q1 2018 and has held it in 25 quarters since. The position peaked at $4.72M in Q4 2019. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Gradient Capital Advisors held 11,954 shares of Schwab Short-Term US Treasury ETF worth $289K as of Q2 2026.
Gradient Capital Advisors bought 581 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $14K.
Schwab Short-Term US Treasury ETF made up 0.07% of Gradient Capital Advisors's portfolio in Q2 2026, its #145 holding.
Gradient Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 25 quarters since.
Gradient Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $4.72M in Q4 2019.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.