Journey Beyond Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Journey Beyond Wealth’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	$3.11M	Sell	128,986 -3,944	-3%	-$95.3K	2.43%	14
2026 Q1	$3.23M	Sell	132,930 -3,860	-3%	-$94K	2.77%	12
2025 Q4	$3.33M	Buy	136,790 +10,022	+8%	+$244K	2.65%	13
2025 Q3	$3.09M	Buy	126,768 +7,775	+7%	+$189K	2.54%	13
2025 Q2	$2.9M	Sell	118,993 -28,964	-20%	-$704K	2.45%	13
2025 Q1	$3.6M	Buy	147,957 +12,596	+9%	+$305K	3.37%	10
2024 Q4	$3.26M	Buy	+135,361	New	+$3.28M	3.06%	11

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Journey Beyond Wealth's SCHO Position: Q2 2026 in Review

Journey Beyond Wealth reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3% in Q2 2026, selling an estimated $95.3K and leaving 128,986 shares worth $3.11M. The position accounts for 2.43% of the portfolio, ranked #14.

Journey Beyond Wealth first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.6M in Q1 2025. 535 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Journey Beyond Wealth held 128,986 shares of Schwab Short-Term US Treasury ETF worth $3.11M as of Q2 2026.
Journey Beyond Wealth sold 3,944 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $95.3K.
Schwab Short-Term US Treasury ETF made up 2.43% of Journey Beyond Wealth's portfolio in Q2 2026, its #14 holding.
Journey Beyond Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Journey Beyond Wealth's Schwab Short-Term US Treasury ETF position peaked at $3.6M in Q1 2025.
535 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.