Integrated Wealth Concepts’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.27M | Buy |
258,450
+117,062
| +83% | +$2.85M | 0.05% | 354 |
|
|
2025
Q4 | $3.45M | Sell |
141,388
-111,379
| -44% | -$2.72M | 0.04% | 391 |
|
|
2025
Q3 | $6.17M | Buy |
252,767
+132
| +0.1% | +$3.21K | 0.06% | 324 |
|
|
2025
Q2 | $6.16M | Buy |
252,635
+12,089
| +5% | +$294K | 0.06% | 290 |
|
|
2025
Q1 | $5.85M | Buy |
240,546
+11,093
| +5% | +$269K | 0.07% | 281 |
|
|
2024
Q4 | $5.52M | Buy |
229,453
+45,269
| +25% | +$1.1M | 0.06% | 274 |
|
|
2024
Q3 | $4.51M | Buy |
184,184
+2,568
| +1% | +$62.4K | 0.06% | 314 |
|
|
2024
Q2 | $4.37M | Buy |
181,616
+2,410
| +1% | +$57.8K | 0.06% | 292 |
|
|
2024
Q1 | $4.32M | Sell |
179,206
-27,724
| -13% | -$669K | 0.06% | 295 |
|
|
2023
Q4 | $5.01M | Sell |
206,930
-5,378
| -3% | -$129K | 0.08% | 238 |
|
|
2023
Q3 | $5.08M | Sell |
212,308
-6,114
| -3% | -$147K | 0.09% | 228 |
|
|
2023
Q2 | $5.25M | Buy |
218,422
+2,844
| +1% | +$69K | 0.09% | 223 |
|
|
2023
Q1 | $5.26M | Buy |
215,578
+64,916
| +43% | +$1.57M | 0.11% | 192 |
|
|
2022
Q4 | $3.63M | Buy |
150,662
+74,050
| +97% | +$1.79M | 0.1% | 199 |
|
|
2022
Q3 | $1.85M | Buy |
76,612
+778
| +1% | +$19K | 0.06% | 306 |
|
|
2022
Q2 | $1.86M | Sell |
75,834
-1,326
| -2% | -$32.7K | 0.06% | 295 |
|
|
2022
Q1 | $1.91M | Buy |
77,160
+1,468
| +2% | +$36.9K | 0.06% | 272 |
|
|
2021
Q4 | $1.92M | Buy |
75,692
+1,154
| +2% | +$29.4K | 0.06% | 269 |
|
|
2021
Q3 | $1.91M | Buy |
74,538
+288
| +0.4% | +$7.38K | 0.06% | 255 |
|
|
2021
Q2 | $1.9M | Buy |
74,250
+2,080
| +3% | +$53.3K | 0.07% | 228 |
|
|
2021
Q1 | $1.85M | Buy |
72,170
+32,068
| +80% | +$823K | 0.08% | 196 |
|
|
2020
Q4 | $1.03M | Buy |
40,102
+112
| +0.3% | +$2.88K | 0.05% | 248 |
|
|
2020
Q3 | $1.03M | Buy |
39,990
+118
| +0.3% | +$3.04K | 0.06% | 212 |
|
|
2020
Q2 | $1.03M | Buy |
39,872
+108
| +0.3% | +$2.79K | 0.07% | 174 |
|
|
2020
Q1 | $1.03M | Buy |
39,764
+128
| +0.3% | +$3.26K | 0.1% | 134 |
|
|
2019
Q4 | $1M | Buy |
39,636
+318
| +0.8% | +$8.04K | 0.08% | 151 |
|
|
2019
Q3 | $995K | Buy |
39,318
+224
| +0.6% | +$5.66K | 0.11% | 128 |
|
|
2019
Q2 | $989K | Buy |
39,094
+240
| +0.6% | +$6.03K | 0.13% | 122 |
|
|
2019
Q1 | $975K | Buy |
38,854
+148
| +0.4% | +$3.7K | 0.17% | 111 |
|
|
2018
Q4 | $966K | Sell |
38,706
-19,606
| -34% | -$486K | 0.26% | 81 |
|
|
2018
Q3 | $1.44M | Buy |
58,312
+278
| +0.5% | +$6.9K | 0.44% | 58 |
|
|
2018
Q2 | $1.44M | Buy |
58,034
+234
| +0.4% | +$5.81K | 0.49% | 44 |
|
|
2018
Q1 | $1.44M | Buy |
+57,800
| New | +$1.44M | 0.58% | 39 |
|
Other funds holding SCHO
MFT
Integrated Wealth Concepts's SCHO Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 83% in Q1 2026, buying an estimated $2.85M and bringing the position to 258,450 shares worth $6.27M. The position accounts for 0.05% of the portfolio, ranked #354.
Integrated Wealth Concepts first reported a position in SCHO in Q1 2018 and has held it in 33 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.
- Integrated Wealth Concepts held 258,450 shares of Schwab Short-Term US Treasury ETF worth $6.27M as of Q1 2026.
- Integrated Wealth Concepts bought 117,062 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $2.85M.
- Schwab Short-Term US Treasury ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #354 holding.
- Integrated Wealth Concepts first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 33 quarters since.
- 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.