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Independent Advisor Alliance’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Independent Advisor Alliance’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 		– Sell
-46,387
Closed -$1.13M – 1520
2026
Q1 		$1.13M Buy
+46,387
New +$1.13M 0.01% 771
2025
Q3 		– Sell
-11,313
Closed -$276K – 974
2025
Q2 		$276K Buy
11,313
+1,902
+20% +$46.2K 0.01% 747
2025
Q1 		$229K Sell
9,411
-27,607
-75% -$668K 0.01% 733
2024
Q4 		$891K Buy
+37,018
New +$896K 0.01% 757
2024
Q2 		– Sell
-9,258
Closed -$223K – 742
2024
Q1 		$223K Sell
9,258
-3,988
-30% -$96.3K 0.01% 640
2023
Q4 		$321K Buy
+13,246
New +$318K 0.01% 537
2023
Q3 		– Sell
-9,118
Closed -$219K – 694
2023
Q2 		$219K Hold
9,118
– – 0.01% 597
2023
Q1 		$222K Hold
9,118
– – 0.01% 586
2022
Q4 		$220K Sell
9,118
-76
-0.8% -$1.83K 0.08% 139
2022
Q3 		$222K Buy
9,194
+76
+0.8% +$1.86K 0.01% 558
2022
Q2 		$224K Hold
9,118
– – 0.01% 547
2022
Q1 		$226K Hold
9,118
– – 0.01% 579
2021
Q4 		$232K Sell
9,118
-2,334
-20% -$59.5K 0.01% 592
2021
Q3 		$293K Buy
+11,452
New +$293K 0.02% 496
2020
Q4 		– Sell
-8,926
Closed -$229K – 595
2020
Q3 		$229K Buy
8,926
+244
+3% +$6.29K 0.02% 431
2020
Q2 		$224K Sell
8,682
-874
-9% -$22.6K 0.02% 416
2020
Q1 		$247K Sell
9,556
-30,128
-76% -$767K 0.04% 319
2019
Q4 		$1M Buy
39,684
+30,228
+320% +$764K 0.04% 359
2019
Q3 		$238K Buy
+9,456
New +$239K 0.03% 384
2019
Q2 		– Sell
-11,706
Closed -$294K – 467
2019
Q1 		$294K Buy
+11,706
New +$292K 0.04% 323

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

Independent Advisor Alliance's SCHO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 46,387 shares — an estimated $1.13M sold.

Independent Advisor Alliance first reported a position in SCHO in Q1 2019 and held it in 20 quarters. The position peaked at $1.13M in Q1 2026. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 46,387 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.13M.
  • Independent Advisor Alliance first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 20 quarters.
  • Independent Advisor Alliance's Schwab Short-Term US Treasury ETF position peaked at $1.13M in Q1 2026.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.