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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Advisor Alliance's SCHO Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 46,387 shares worth $1.13M. The stake represents 0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SCHO as recently as Q2 2025.

Independent Advisor Alliance first reported a position in SCHO in Q1 2019 and has held it in 20 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Independent Advisor Alliance held 46,387 shares of Schwab Short-Term US Treasury ETF worth $1.13M as of Q1 2026.
Schwab Short-Term US Treasury ETF was a new Independent Advisor Alliance position in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #771 holding.
Independent Advisor Alliance first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 20 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.