IWN
SCHO icon

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

Independent Wealth Network’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 		$443K Sell
18,340
-530
-3% -$12.8K 0.11% 198
2026
Q1 		$458K Sell
18,870
-292
-2% -$7.11K 0.14% 177
2025
Q4 		$467K Buy
19,162
+381
+2% +$9.29K 0.14% 164
2025
Q3 		$458K Buy
18,781
+70
+0.4% +$1.7K 0.15% 159
2025
Q2 		$456K Buy
18,711
+416
+2% +$10.1K 0.17% 148
2025
Q1 		$445K Sell
18,295
-184
-1% -$4.46K 0.18% 138
2024
Q4 		$445K Buy
18,479
+119
+0.6% +$2.88K 0.18% 140
2024
Q3 		$450K Sell
18,360
-44
-0.2% -$1.07K 0.2% 129
2024
Q2 		$443K Buy
18,404
+432
+2% +$10.4K 0.21% 126
2024
Q1 		$433K Sell
17,972
-300
-2% -$7.24K 0.2% 127
2023
Q4 		$443K Sell
18,272
-30
-0.2% -$720 0.23% 113
2023
Q3 		$438K Buy
18,302
+130
+0.7% +$3.12K 0.27% 96
2023
Q2 		$437K Buy
18,172
+594
+3% +$14.4K 0.26% 100
2023
Q1 		$429K Sell
17,578
-1,236
-7% -$29.9K 0.27% 90
2022
Q4 		$454K Sell
18,814
-10,058
-35% -$242K 0.31% 75
2022
Q3 		$697K Sell
28,872
-872
-3% -$21.3K 0.54% 40
2022
Q2 		$732K Buy
29,744
+13,120
+79% +$323K 0.53% 43
2022
Q1 		$412K Sell
16,624
-1,938
-10% -$48.7K 0.26% 104
2021
Q4 		$472K Buy
18,562
+10
+0.1% +$255 0.29% 92
2021
Q3 		$473K Buy
+18,552
New +$475K 0.31% 97

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Independent Wealth Network's SCHO Position: Q2 2026 in Review

Independent Wealth Network reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.8% in Q2 2026, selling an estimated $12.8K and leaving 18,340 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #198.

Independent Wealth Network first reported a position in SCHO in Q3 2021 and has held it in 20 quarters since. The position peaked at $732K in Q2 2022. 192 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Independent Wealth Network held 18,340 shares of Schwab Short-Term US Treasury ETF worth $443K as of Q2 2026.
  • Independent Wealth Network sold 530 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $12.8K.
  • Schwab Short-Term US Treasury ETF made up 0.11% of Independent Wealth Network's portfolio in Q2 2026, its #198 holding.
  • Independent Wealth Network first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Schwab Short-Term US Treasury ETF position peaked at $732K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.