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Independent Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Independent Financial 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 		$919K Buy
38,079
+10,971
+40% +$265K 0.02% 726
2026
Q1 		$658K Buy
27,108
+1,216
+5% +$29.6K 0.01% 796
2025
Q4 		$631K Buy
25,892
+6,178
+31% +$151K 0.01% 784
2025
Q3 		$481K Sell
19,714
-397
-2% -$9.66K 0.01% 870
2025
Q2 		$490K Sell
20,111
-96
-0.5% -$2.33K 0.01% 791
2025
Q1 		$492K Sell
20,207
-1,079
-5% -$26.1K 0.02% 718
2024
Q4 		$512K Buy
21,286
+5,050
+31% +$122K 0.02% 674
2024
Q3 		$398K Buy
16,236
+3,440
+27% +$83.6K 0.01% 753
2024
Q2 		$308K Buy
12,796
+2,262
+21% +$54.3K 0.01% 822
2024
Q1 		$254K Buy
10,534
+236
+2% +$5.7K 0.01% 860
2023
Q4 		$249K Buy
+10,298
New +$247K 0.01% 804
2023
Q1 		– Sell
-11,326
Closed -$273K – 880
2022
Q4 		$273K Buy
+11,326
New +$273K 0.02% 587
2021
Q3 		– Sell
-9,464
Closed -$242K – 751
2021
Q2 		$242K Sell
9,464
-210
-2% -$5.38K 0.03% 595
2021
Q1 		$248K Buy
9,674
+786
+9% +$20.2K 0.03% 526
2020
Q4 		$228K Hold
8,888
– – 0.03% 493
2020
Q3 		$229K Hold
8,888
– – 0.04% 413
2020
Q2 		$229K Buy
8,888
+266
+3% +$6.87K 0.05% 384
2020
Q1 		$223K Buy
+8,622
New +$220K 0.07% 312

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 Financial Group's SCHO Position: Q2 2026 in Review

Independent Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 40% in Q2 2026, buying an estimated $265K and bringing the position to 38,079 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #726.

Independent Financial Group first reported a position in SCHO in Q1 2020 and has held it in 18 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Independent Financial Group held 38,079 shares of Schwab Short-Term US Treasury ETF worth $919K as of Q2 2026.
  • Independent Financial Group bought 10,971 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $265K.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #726 holding.
  • Independent Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and has held it in 18 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.