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

Harbour 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 		$2.37M Sell
98,202
-941
-0.9% -$22.7K 0.03% 481
2026
Q1 		$2.41M Sell
99,143
-26,421
-21% -$643K 0.04% 440
2025
Q4 		$3.06M Sell
125,564
-154,365
-55% -$3.76M 0.06% 288
2025
Q3 		$6.83M Sell
279,929
-5,194
-2% -$126K 0.15% 114
2025
Q2 		$6.95M Sell
285,123
-34,182
-11% -$831K 0.18% 105
2025
Q1 		$7.77M Sell
319,305
-62,615
-16% -$1.52M 0.22% 86
2024
Q4 		$9.19M Sell
381,920
-19,436
-5% -$471K 0.26% 64
2024
Q3 		$9.83M Sell
401,356
-16,356
-4% -$398K 0.3% 57
2024
Q2 		$10.1M Buy
417,712
+53,116
+15% +$1.27M 0.34% 50
2024
Q1 		$8.79M Buy
364,596
+16,310
+5% +$394K 0.31% 55
2023
Q4 		$8.44M Sell
348,286
-9,800
-3% -$235K 0.35% 48
2023
Q3 		$8.57M Buy
358,086
+17,226
+5% +$413K 0.43% 37
2023
Q2 		$8.19M Sell
340,860
-4,458
-1% -$108K 0.41% 40
2023
Q1 		$8.42M Buy
345,318
+22,884
+7% +$554K 0.46% 35
2022
Q4 		$7.78M Buy
322,434
+126,368
+64% +$3.05M 0.47% 36
2022
Q3 		$4.82M Hold
196,066
– – 0.33% 49
2022
Q2 		$4.82M Buy
+196,066
New +$4.83M 0.33% 49
2021
Q4 		$3.75M Sell
147,312
-1,473,068
-91% -$37.6M 0.22% 89
2021
Q3 		$41.5M Sell
1,620,380
-351,558
-18% -$9.01M 1.32% 12
2021
Q2 		$50.5M Buy
1,971,938
+1,004,292
+104% +$25.8M 1.61% 9
2021
Q1 		$24.8M Buy
+967,646
New +$24.8M 0.89% 20

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbour Investments's SCHO Position: Q2 2026 in Review

Harbour Investments reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.95% in Q2 2026, selling an estimated $22.7K and leaving 98,202 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #481.

Harbour Investments first reported a position in SCHO in Q1 2021 and has held it in 21 quarters since. The position peaked at $50.5M in Q2 2021. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Harbour Investments held 98,202 shares of Schwab Short-Term US Treasury ETF worth $2.37M as of Q2 2026.
  • Harbour Investments sold 941 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $22.7K.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #481 holding.
  • Harbour Investments first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Schwab Short-Term US Treasury ETF position peaked at $50.5M in Q2 2021.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.