Independent Solutions Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Independent Solutions Wealth Management’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	$4.71M	Sell	195,129 -5,323	-3%	-$129K	0.61%	45
2026 Q1	$4.86M	Buy	200,452 +1,825	+0.9%	+$44.4K	0.72%	34
2025 Q4	$4.84M	Buy	198,627 +1,061	+0.5%	+$25.9K	0.89%	33
2025 Q3	$4.82M	Sell	197,566 -3,387	-2%	-$82.4K	0.86%	33
2025 Q2	$4.9M	Buy	200,953 +14,391	+8%	+$350K	0.96%	30
2025 Q1	$4.54M	Buy	186,562 +6,074	+3%	+$147K	1.02%	28
2024 Q4	$4.34M	Sell	180,488 -28,926	-14%	-$700K	0.95%	28
2024 Q3	$5.13M	Buy	209,414 +28,072	+15%	+$682K	1.16%	21
2024 Q2	$4.36M	Sell	181,342 -10,528	-5%	-$253K	1%	23
2024 Q1	$4.63M	Buy	191,870 +20,920	+12%	+$505K	1.1%	23
2023 Q4	$4.14M	Buy	170,950 +7,030	+4%	+$169K	1.06%	22
2023 Q3	$3.93M	Buy	163,920 +27,018	+20%	+$648K	1.02%	25
2023 Q2	$3.29M	Buy	136,902 +7,134	+5%	+$173K	0.83%	28
2023 Q1	$3.17M	Buy	129,768 +16,302	+14%	+$395K	0.93%	25
2022 Q4	$2.74M	Sell	113,466 -852	-0.7%	-$20.5K	0.83%	30
2022 Q3	$2.76M	Buy	114,318 +1,936	+2%	+$47.4K	0.9%	26
2022 Q2	$2.76M	Buy	112,382 +3,524	+3%	+$86.9K	0.86%	25
2022 Q1	$2.7M	Buy	108,858 +8,704	+9%	+$219K	0.63%	38
2021 Q4	$2.55M	Sell	100,154 -1,484	-1%	-$37.8K	0.6%	41
2021 Q3	$2.6M	Buy	101,638 +1,692	+2%	+$43.4K	0.64%	40
2021 Q2	$2.56M	Buy	99,946 +8,924	+10%	+$229K	0.62%	43
2021 Q1	$2.34M	Buy	91,022 +17,090	+23%	+$439K	0.64%	39
2020 Q4	$1.9M	Buy	73,932 +1,692	+2%	+$43.5K	0.59%	43
2020 Q3	$1.86M	Sell	72,240 -12,566	-15%	-$324K	0.71%	38
2020 Q2	$2.19M	Buy	84,806 +8,874	+12%	+$229K	0.94%	27
2020 Q1	$1.96M	Buy	75,932 +1,338	+2%	+$34.1K	1.09%	25
2019 Q4	$1.88M	Buy	+74,594	New	+$1.88M	0.83%	29

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Independent Solutions Wealth Management's SCHO Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.7% in Q2 2026, selling an estimated $129K and leaving 195,129 shares worth $4.71M. The position accounts for 0.61% of the portfolio, ranked #45.

Independent Solutions Wealth Management first reported a position in SCHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.13M in Q3 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Independent Solutions Wealth Management held 195,129 shares of Schwab Short-Term US Treasury ETF worth $4.71M as of Q2 2026.
Independent Solutions Wealth Management sold 5,323 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $129K.
Schwab Short-Term US Treasury ETF made up 0.61% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #45 holding.
Independent Solutions Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Independent Solutions Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $5.13M in Q3 2024.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.