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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MFT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

Innovative Wealth Building's SCHO Position: Q2 2026 in Review

Innovative Wealth Building reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2% in Q2 2026, selling an estimated $34.2K and leaving 70,100 shares worth $1.69M. The position accounts for 0.98% of the portfolio, ranked #19.

Innovative Wealth Building first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.15M in Q4 2024. 492 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Innovative Wealth Building held 70,100 shares of Schwab Short-Term US Treasury ETF worth $1.69M as of Q2 2026.
Innovative Wealth Building sold 1,414 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $34.2K.
Schwab Short-Term US Treasury ETF made up 0.98% of Innovative Wealth Building's portfolio in Q2 2026, its #19 holding.
Innovative Wealth Building first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Wealth Building's Schwab Short-Term US Treasury ETF position peaked at $3.15M in Q4 2024.
492 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.