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Investment Research Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Investment Research Partners’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 		$3.4M Buy
141,048
+13,391
+10% +$324K 1.15% 17
2026
Q1 		$3.1M Buy
127,657
+16,500
+15% +$402K 1.26% 18
2025
Q4 		$2.71M Sell
111,157
-2,859
-3% -$69.7K 1.16% 18
2025
Q3 		$2.78M Buy
+114,016
New +$2.77M 1.25% 15

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 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

Investment Research Partners's SCHO Position: Q2 2026 in Review

Investment Research Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 10% in Q2 2026, buying an estimated $324K and bringing the position to 141,048 shares worth $3.4M. The position accounts for 1.15% of the portfolio, ranked #17.

Investment Research Partners first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. 595 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Investment Research Partners held 141,048 shares of Schwab Short-Term US Treasury ETF worth $3.4M as of Q2 2026.
  • Investment Research Partners bought 13,391 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $324K.
  • Schwab Short-Term US Treasury ETF made up 1.15% of Investment Research Partners's portfolio in Q2 2026, its #17 holding.
  • Investment Research Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 595 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.