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HighPoint Advisor Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

HighPoint Advisor Group’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 		$1.3M Sell
53,795
-826
-2% -$20K 0.05% 278
2026
Q1 		$1.33M Buy
54,621
+4,019
+8% +$97.8K 0.06% 241
2025
Q4 		$1.23M Buy
+50,602
New +$1.23M 0.03% 418

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

HighPoint Advisor Group's SCHO Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.5% in Q2 2026, selling an estimated $20K and leaving 53,795 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #278.

HighPoint Advisor Group first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • HighPoint Advisor Group held 53,795 shares of Schwab Short-Term US Treasury ETF worth $1.3M as of Q2 2026.
  • HighPoint Advisor Group sold 826 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $20K.
  • Schwab Short-Term US Treasury ETF made up 0.05% of HighPoint Advisor Group's portfolio in Q2 2026, its #278 holding.
  • HighPoint Advisor Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's Schwab Short-Term US Treasury ETF position peaked at $1.33M in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.