International Assets Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

International Assets Investment 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	$8.42K	Hold	350	–	–	﹤0.01%	1851
2026 Q1	$8.47K	Hold	350	–	–	﹤0.01%	1723
2025 Q4	$8.53K	Buy	+350	New	+$8.53K	﹤0.01%	1698
2024 Q3	–	Sell	-3,148	Closed	-$75.7K	–	2501
2024 Q2	$75.7K	Sell	3,148 -5,772	-65%	-$138K	0.01%	1031
2024 Q1	$214K	Buy	+8,920	New	+$215K	0.02%	653
2022 Q3	–	Sell	-67,680	Closed	-$1.77K	–	550
2022 Q2	$1.77K	Buy	+67,680	New	+$1.67M	0.16%	61

Other funds holding SCHO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 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

International Assets Investment Management's SCHO Position: Q2 2026 in Review

International Assets Investment Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 350 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

International Assets Investment Management first reported a position in SCHO in Q2 2022 and has held it in 6 quarters since. The position peaked at $214K in Q1 2024. 595 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

International Assets Investment Management held 350 shares of Schwab Short-Term US Treasury ETF worth $8.42K as of Q2 2026.
International Assets Investment Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1851 holding.
International Assets Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 6 quarters since.
International Assets Investment Management's Schwab Short-Term US Treasury ETF position peaked at $214K in Q1 2024.
595 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.