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 Q3	–	Sell	-18,000	Closed	-$435K	–	481
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	+$3.82K	﹤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

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Gradient Investments's SCHO Position: Q3 2026 in Review

Gradient Investments sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026, closing a stake of 18,000 shares — an estimated $435K sold.

Gradient Investments first reported a position in SCHO in Q4 2018 and held it in 16 quarters. The position peaked at $435K in Q2 2026. 310 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Gradient Investments reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Gradient Investments sold 18,000 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $435K.
Gradient Investments first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 16 quarters.
Gradient Investments's Schwab Short-Term US Treasury ETF position peaked at $435K in Q2 2026.
310 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.