Innovative Wealth Building’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Innovative Wealth Building’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 Q3	$1.62M	Sell	67,796 -2,304	-3%	-$55.4K	0.9%	22
2026 Q2	$1.69M	Sell	70,100 -1,414	-2%	-$34.2K	0.98%	19
2026 Q1	$1.74M	Sell	71,514 -9,377	-12%	-$228K	1.22%	15
2025 Q4	$1.97M	Sell	80,891 -8,053	-9%	-$196K	1.44%	14
2025 Q3	$2.17M	Sell	88,944 -17,245	-16%	-$420K	1.69%	15
2025 Q2	$2.59M	Sell	106,189 -10,098	-9%	-$245K	2.15%	14
2025 Q1	$2.83M	Sell	116,287 -14,677	-11%	-$355K	2.61%	11
2024 Q4	$3.15M	Buy	+130,964	New	+$3.17M	2.85%	12

Other funds holding SCHO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Innovative Wealth Building's SCHO Position: Q3 2026 in Review

Innovative Wealth Building reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.3% in Q3 2026, selling an estimated $55.4K and leaving 67,796 shares worth $1.62M. The position accounts for 0.9% of the portfolio, ranked #22.

Innovative Wealth Building first reported a position in SCHO in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.15M in Q4 2024. 665 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Innovative Wealth Building held 67,796 shares of Schwab Short-Term US Treasury ETF worth $1.62M as of Q3 2026.
Innovative Wealth Building sold 2,304 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $55.4K.
Schwab Short-Term US Treasury ETF made up 0.9% of Innovative Wealth Building's portfolio in Q3 2026, its #22 holding.
Innovative Wealth Building first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's Schwab Short-Term US Treasury ETF position peaked at $3.15M in Q4 2024.
665 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.