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Institute for Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Institute for 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 		$24.4K Buy
+1,009
New +$24.4K ﹤0.01% 1067

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
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
MT
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

Institute for Wealth Management's SCHO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 1,009 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings.

524 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Institute for Wealth Management held 1,009 shares of Schwab Short-Term US Treasury ETF worth $24.4K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Institute for Wealth Management position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1067 holding.
  • 524 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.