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

Gradient Investments’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	$435K	Buy	+18,000	New	+$435K	0.01%	376
2024 Q3	–	Sell	-18	Closed	-$433	–	1082
2024 Q2	$433	Sell	18 -492	-96%	-$11.8K	﹤0.01%	1201
2024 Q1	$12.3K	Buy	510 +310	+155%	+$7.49K	﹤0.01%	615
2023 Q4	$4.86K	Buy	200 +92	+85%	+$2.21K	﹤0.01%	999
2023 Q3	$2.6K	Hold	108	–	–	﹤0.01%	1105
2023 Q2	$2.61K	Sell	108 -216	-67%	-$5.24K	﹤0.01%	1100
2023 Q1	$7.92K	Buy	324 +108	+50%	+$2.62K	﹤0.01%	858
2022 Q4	$5.22K	Buy	216 +60	+38%	+$1.45K	﹤0.01%	924
2022 Q3	$4K	Buy	+156	New	+$3.81K	﹤0.01%	1015
2020 Q3	–	Sell	-1,250	Closed	-$32K	–	1209
2020 Q2	$32K	Hold	1,250	–	–	﹤0.01%	446
2020 Q1	$32K	Hold	1,250	–	–	﹤0.01%	427
2019 Q4	$32K	Hold	1,250	–	–	﹤0.01%	485
2019 Q3	$32K	Hold	1,250	–	–	﹤0.01%	455
2019 Q2	$32K	Hold	1,250	–	–	﹤0.01%	442
2019 Q1	$31K	Sell	1,250 -600	-32%	-$15K	﹤0.01%	393
2018 Q4	$46K	Buy	+1,850	New	+$45.9K	﹤0.01%	352

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 Investments's SCHO Position: Q2 2026 in Review

Gradient Investments opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 18,000 shares worth $435K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Gradient Investments previously reported a position in SCHO as recently as Q2 2024.

Gradient Investments first reported a position in SCHO in Q4 2018 and has held it in 16 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Gradient Investments held 18,000 shares of Schwab Short-Term US Treasury ETF worth $435K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Gradient Investments position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #376 holding.
Gradient Investments first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 16 quarters since.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.