GI
SCHO icon

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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return