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Journey Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Journey Advisory Group’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 		$21.7M Buy
900,961
+41,069
+5% +$993K 1.66% 12
2026
Q1 		$20.9M Buy
859,892
+64,548
+8% +$1.57M 1.78% 11
2025
Q4 		$19.4M Buy
795,344
+37,202
+5% +$907K 1.63% 14
2025
Q3 		$18.5M Buy
758,142
+19,399
+3% +$472K 1.37% 14
2025
Q2 		$18M Buy
738,743
+39,829
+6% +$968K 1.4% 13
2025
Q1 		$17M Buy
698,914
+427,225
+157% +$10.3M 1.39% 15
2024
Q4 		$13.1M Sell
271,689
-271,689
-50% -$6.58M 1.57% 17
2024
Q3 		$13.1M Sell
543,378
-70
-0% -$1.7K 1.57% 17
2024
Q2 		$13.1M Buy
543,448
+78,590
+17% +$1.88M 1.56% 17
2024
Q1 		$11.2M Buy
464,858
+53,148
+13% +$1.28M 1.38% 19
2023
Q4 		$9.97M Buy
411,710
+38,686
+10% +$929K 1.36% 20
2023
Q3 		$8.93M Buy
373,024
+70,456
+23% +$1.69M 1.33% 21
2023
Q2 		$7.27M Buy
302,568
+94,448
+45% +$2.29M 1.08% 24
2023
Q1 		$5.08M Buy
208,120
+46,872
+29% +$1.14M 0.8% 35
2022
Q4 		$3.89M Sell
161,248
-410,798
-72% -$9.9M 0.97% 27
2022
Q3 		$13.8M Sell
572,046
-18,518
-3% -$453K 3.52% 6
2022
Q2 		$14.6M Buy
590,564
+34,642
+6% +$854K 3.34% 6
2022
Q1 		$13.8M Buy
555,922
+178,152
+47% +$4.47M 3.49% 7
2021
Q4 		$9.61M Buy
377,770
+33,100
+10% +$844K 2.65% 7
2021
Q3 		$8.82M Buy
344,670
+35,250
+11% +$903K 2.86% 7
2021
Q2 		$7.92M Buy
309,420
+49,704
+19% +$1.27M 2.52% 8
2021
Q1 		$6.66M Buy
259,716
+13,388
+5% +$344K 2.33% 10
2020
Q4 		$6.33M Buy
+246,328
New +$6.33M 2.37% 8

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Journey Advisory Group's SCHO Position: Q2 2026 in Review

Journey Advisory Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.8% in Q2 2026, buying an estimated $993K and bringing the position to 900,961 shares worth $21.7M. The position accounts for 1.66% of the portfolio, ranked #12.

Journey Advisory Group first reported a position in SCHO in Q4 2020 and has held it in 23 quarters since. 720 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Journey Advisory Group held 900,961 shares of Schwab Short-Term US Treasury ETF worth $21.7M as of Q2 2026.
  • Journey Advisory Group bought 41,069 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $993K.
  • Schwab Short-Term US Treasury ETF made up 1.66% of Journey Advisory Group's portfolio in Q2 2026, its #12 holding.
  • Journey Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • 720 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.