IMA Advisory Services’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 | $1.06M | Buy |
+43,711
| New | +$1.06M | 0.07% | 169 |
|
|
2026
Q1 | – | Hold |
0
| – | – | – | 1029 |
|
|
2025
Q4 | – | Hold |
0
| – | – | – | 1004 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 548 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 555 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 338 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 259 |
|
|
2023
Q4 | – | Sell |
-2,860
| Closed | -$68.5K | – | 229 |
|
|
2023
Q3 | $68.5K | Sell |
2,860
-9,102
| -76% | -$218K | 0.02% | 168 |
|
|
2023
Q2 | $287K | Sell |
11,962
-31,026
| -72% | -$752K | 0.07% | 127 |
|
|
2023
Q1 | $1.05M | Sell |
42,988
-1,112
| -3% | -$26.9K | 0.27% | 89 |
|
|
2022
Q4 | $1.06M | Sell |
44,100
-250
| -0.6% | -$6.03K | 0.28% | 86 |
|
|
2022
Q3 | $1.07M | Sell |
44,350
-1,022
| -2% | -$25K | 0.29% | 85 |
|
|
2022
Q2 | $1.12M | Sell |
45,372
-168
| -0.4% | -$4.14K | 0.27% | 93 |
|
|
2022
Q1 | $1.13M | Buy |
45,540
+2,864
| +7% | +$71.9K | 0.26% | 86 |
|
|
2021
Q4 | $1.08M | Sell |
42,676
-652
| -2% | -$16.6K | 0.24% | 88 |
|
|
2021
Q3 | $1.11M | Buy |
43,328
+798
| +2% | +$20.4K | 0.26% | 88 |
|
|
2021
Q2 | $1.09M | Buy |
42,530
+1,890
| +5% | +$48.5K | 0.25% | 89 |
|
|
2021
Q1 | $1.04M | Sell |
40,640
-1,236
| -3% | -$31.7K | 0.26% | 86 |
|
|
2020
Q4 | $1.08M | Buy |
41,876
+7,400
| +21% | +$190K | 0.3% | 79 |
|
|
2020
Q3 | $888K | Buy |
34,476
+17,574
| +104% | +$453K | 0.3% | 84 |
|
|
2020
Q2 | $436K | Sell |
16,902
-4,218
| -20% | -$109K | 0.16% | 93 |
|
|
2020
Q1 | $546K | Buy |
21,120
+1,864
| +10% | +$47.5K | 0.24% | 81 |
|
|
2019
Q4 | $486K | Buy |
19,256
+218
| +1% | +$5.51K | 0.18% | 81 |
|
|
2019
Q3 | $482K | Sell |
19,038
-1,178
| -6% | -$29.8K | 0.18% | 82 |
|
|
2019
Q2 | $511K | Buy |
20,216
+1,024
| +5% | +$25.7K | 0.19% | 81 |
|
|
2019
Q1 | $482K | Buy |
19,192
+5,730
| +43% | +$143K | 0.19% | 81 |
|
|
2018
Q4 | $336K | Buy |
13,462
+288
| +2% | +$7.14K | 0.16% | 90 |
|
|
2018
Q3 | $327K | Buy |
13,174
+994
| +8% | +$24.7K | 0.13% | 97 |
|
|
2018
Q2 | $303K | Sell |
12,180
-44
| -0.4% | -$1.09K | 0.13% | 101 |
|
|
2018
Q1 | $305K | Buy |
12,224
+294
| +2% | +$7.33K | 0.14% | 104 |
|
|
2017
Q4 | $298K | Sell |
11,930
-3,074
| -20% | -$77.2K | 0.13% | 112 |
|
|
2017
Q3 | $378K | Buy |
15,004
+1,864
| +14% | +$47K | 0.18% | 106 |
|
|
2017
Q2 | $331K | Buy |
13,140
+2,424
| +23% | +$61.2K | 0.16% | 115 |
|
|
2017
Q1 | $270K | Buy |
10,716
+2,776
| +35% | +$70K | 0.14% | 121 |
|
|
2016
Q4 | $200K | Buy |
+7,940
| New | +$201K | 0.12% | 113 |
|
Other funds holding SCHO
MA
IMA Advisory Services's SCHO Position: Q2 2026 in Review
IMA Advisory Services opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 43,711 shares worth $1.06M. The stake represents 0.07% of the portfolio and ranks #169 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in SCHO as recently as Q3 2023.
IMA Advisory Services first reported a position in SCHO in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.13M in Q1 2022. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- IMA Advisory Services held 43,711 shares of Schwab Short-Term US Treasury ETF worth $1.06M as of Q2 2026.
- Schwab Short-Term US Treasury ETF was a new IMA Advisory Services position in Q2 2026.
- Schwab Short-Term US Treasury ETF made up 0.07% of IMA Advisory Services's portfolio in Q2 2026, its #169 holding.
- IMA Advisory Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and has held it in 29 quarters since.
- IMA Advisory Services's Schwab Short-Term US Treasury ETF position peaked at $1.13M in Q1 2022.
- 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.