Guardian Financial Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Guardian Financial Partners’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	$998K	Sell	41,331 -3,950	-9%	-$95.5K	0.39%	39
2026 Q1	$1.1M	Buy	45,281 +3,178	+8%	+$77.4K	0.46%	35
2025 Q4	$1.03M	Buy	42,103 +115	+0.3%	+$2.8K	0.43%	36
2025 Q3	$1.02M	Sell	41,988 -1,755	-4%	-$42.7K	0.43%	36
2025 Q2	$1.07M	Buy	43,743 +2,045	+5%	+$49.7K	0.48%	33
2025 Q1	$1.01M	Sell	41,698 -1,239	-3%	-$30K	0.49%	33
2024 Q4	$1.03M	Buy	42,937 +13,419	+45%	+$325K	0.61%	30
2024 Q3	$723K	Sell	29,518 -3,024	-9%	-$73.5K	0.45%	32
2024 Q2	$783K	Buy	32,542 +84	+0.3%	+$2.02K	0.52%	30
2024 Q1	$782K	Buy	32,458 +3,570	+12%	+$86.2K	0.54%	30
2023 Q4	$700K	Buy	28,888 +10,524	+57%	+$253K	0.57%	29
2023 Q3	$440K	Buy	+18,364	New	+$440K	0.41%	29
2023 Q2	–	Sell	-19,826	Closed	-$484K	–	34
2023 Q1	$484K	Buy	19,826 +482	+2%	+$11.7K	0.49%	27
2022 Q4	$467K	Buy	19,344 +90	+0.5%	+$2.17K	0.49%	28
2022 Q3	$465K	Buy	19,254 +994	+5%	+$24.3K	0.54%	22
2022 Q2	$449K	Buy	18,260 +2,158	+13%	+$53.2K	0.5%	21
2022 Q1	$392K	Buy	16,102 +1,056	+7%	+$26.5K	0.4%	26
2021 Q4	$383K	Buy	+15,046	New	+$384K	0.37%	27

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

Guardian Financial Partners's SCHO Position: Q2 2026 in Review

Guardian Financial Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.7% in Q2 2026, selling an estimated $95.5K and leaving 41,331 shares worth $998K. The position accounts for 0.39% of the portfolio, ranked #39.

Guardian Financial Partners first reported a position in SCHO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.1M in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Guardian Financial Partners held 41,331 shares of Schwab Short-Term US Treasury ETF worth $998K as of Q2 2026.
Guardian Financial Partners sold 3,950 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $95.5K.
Schwab Short-Term US Treasury ETF made up 0.39% of Guardian Financial Partners's portfolio in Q2 2026, its #39 holding.
Guardian Financial Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 18 quarters since.
Guardian Financial Partners's Schwab Short-Term US Treasury ETF position peaked at $1.1M in Q1 2026.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.