IFP Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.05M | Buy |
85,116
+8,959
| +12% | +$217K | 0.04% | 475 |
|
|
2026
Q1 | $1.85M | Buy |
76,157
+2,713
| +4% | +$66K | 0.04% | 481 |
|
|
2025
Q4 | $1.79M | Buy |
73,444
+12,522
| +21% | +$305K | 0.04% | 447 |
|
|
2025
Q3 | $1.49M | Sell |
60,922
-40,387
| -40% | -$983K | 0.04% | 464 |
|
|
2025
Q2 | $2.47M | Buy |
101,309
+73,918
| +270% | +$1.8M | 0.07% | 310 |
|
|
2025
Q1 | $667K | Buy |
27,391
+10,287
| +60% | +$249K | 0.02% | 680 |
|
|
2024
Q4 | $412K | Buy |
17,104
+3,972
| +30% | +$96.2K | 0.01% | 814 |
|
|
2024
Q3 | $322K | Sell |
13,132
-85,566
| -87% | -$2.08M | 0.01% | 870 |
|
|
2024
Q2 | $2.38M | Buy |
98,698
+4,212
| +4% | +$101K | 0.09% | 228 |
|
|
2024
Q1 | $2.28M | Sell |
94,486
-9,656
| -9% | -$233K | 0.1% | 225 |
|
|
2023
Q4 | $2.52M | Sell |
104,142
-7,180
| -6% | -$172K | 0.12% | 190 |
|
|
2023
Q3 | $2.67M | Buy |
111,322
+6,438
| +6% | +$154K | 0.12% | 173 |
|
|
2023
Q2 | $2.52M | Sell |
104,884
-12,780
| -11% | -$310K | 0.11% | 204 |
|
|
2023
Q1 | $2.92M | Sell |
117,664
-59,678
| -34% | -$1.45M | 0.13% | 164 |
|
|
2022
Q4 | $4.4M | Buy |
177,342
+67,004
| +61% | +$1.62M | 0.12% | 167 |
|
|
2022
Q3 | $2.75M | Sell |
110,338
-2,356
| -2% | -$57.6K | 0.07% | 300 |
|
|
2022
Q2 | $2.8M | Hold |
112,694
| – | – | 0.09% | 263 |
|
|
2022
Q1 | $2.8M | Buy |
112,694
+92,282
| +452% | +$2.32M | 0.09% | 263 |
|
|
2021
Q4 | $521K | Buy |
20,412
+3,012
| +17% | +$76.8K | 0.01% | 578 |
|
|
2021
Q3 | $445K | Buy |
17,400
+644
| +4% | +$16.5K | 0.01% | 622 |
|
|
2021
Q2 | $425K | Sell |
16,756
-2,906
| -15% | -$74.5K | 0.01% | 598 |
|
|
2021
Q1 | $501K | Sell |
19,662
-6,206
| -24% | -$159K | 0.01% | 521 |
|
|
2020
Q4 | $661K | Buy |
25,868
+7,080
| +38% | +$182K | 0.03% | 430 |
|
|
2020
Q3 | $483K | Buy |
18,788
+3,486
| +23% | +$89.9K | 0.03% | 437 |
|
|
2020
Q2 | $392K | Buy |
15,302
+6,640
| +77% | +$171K | 0.03% | 465 |
|
|
2020
Q1 | $223K | Buy |
8,662
+4,200
| +94% | +$107K | 0.02% | 543 |
|
|
2019
Q4 | $111K | Sell |
4,462
-5,800
| -57% | -$147K | 0.01% | 887 |
|
|
2019
Q3 | $260K | Buy |
+10,262
| New | +$259K | 0.02% | 680 |
|
|
2019
Q1 | $109K | Sell |
4,346
-8,146
| -65% | -$203K | 0.01% | 659 |
|
|
2018
Q4 | $311K | Buy |
12,492
+1,136
| +10% | +$28.2K | 0.02% | 702 |
|
|
2018
Q3 | $281K | Buy |
11,356
+1,000
| +10% | +$24.8K | 0.01% | 907 |
|
|
2018
Q2 | $258K | Sell |
10,356
-1,352
| -12% | -$33.6K | 0.01% | 941 |
|
|
2018
Q1 | $293K | Hold |
11,708
| – | – | 0.01% | 833 |
|
|
2017
Q4 | $293K | Buy |
11,708
+2,674
| +30% | +$67.1K | 0.01% | 834 |
|
|
2017
Q3 | $228K | Buy |
+9,034
| New | +$228K | 0.01% | 1070 |
|
|
2017
Q2 | – | Sell |
-6,040
| Closed | -$152K | – | 4190 |
|
|
2017
Q1 | $152K | Buy |
6,040
+4,230
| +234% | +$107K | 0.01% | 1260 |
|
|
2016
Q4 | $46K | Buy |
1,810
+1,516
| +516% | +$38.3K | ﹤0.01% | 1936 |
|
|
2016
Q3 | $7K | Sell |
294
-1,974
| -87% | -$50.2K | ﹤0.01% | 3073 |
|
|
2016
Q2 | $58K | Sell |
2,268
-2,078
| -48% | -$52.8K | ﹤0.01% | 1680 |
|
|
2016
Q1 | $109K | Buy |
4,346
+4,052
| +1,378% | +$103K | 0.01% | 659 |
|
|
2015
Q4 | $7K | Buy |
+294
| New | +$7.44K | ﹤0.01% | 2786 |
|
Other funds holding SCHO
MA
IFP Advisors's SCHO Position: Q2 2026 in Review
IFP Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 12% in Q2 2026, buying an estimated $217K and bringing the position to 85,116 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #475.
IFP Advisors first reported a position in SCHO in Q4 2015 and has held it in 41 quarters since. The position peaked at $4.4M in Q4 2022. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- IFP Advisors held 85,116 shares of Schwab Short-Term US Treasury ETF worth $2.05M as of Q2 2026.
- IFP Advisors bought 8,959 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $217K.
- Schwab Short-Term US Treasury ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #475 holding.
- IFP Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2015 and has held it in 41 quarters since.
- IFP Advisors's Schwab Short-Term US Treasury ETF position peaked at $4.4M in Q4 2022.
- 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.