JPL Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

JPL Wealth 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	$14.9M	Sell	617,375 -32,932	-5%	-$796K	2.96%	4
2026 Q1	$15.8M	Buy	650,307 +37,116	+6%	+$903K	3.63%	1
2025 Q4	$14.9M	Sell	613,191 -62,576	-9%	-$1.53M	3.64%	1
2025 Q3	$16.5M	Buy	675,767 +27,015	+4%	+$657K	3.91%	1
2025 Q2	$15.8M	Buy	648,752 +70,586	+12%	+$1.72M	4.27%	1
2025 Q1	$14.1M	Buy	578,166 +62,688	+12%	+$1.52M	4.01%	2
2024 Q4	$12.4M	Buy	+515,478	New	+$12.5M	3.55%	4
2024 Q2	$5.37M	Buy	223,226 +136,006	+156%	+$3.26M	2.63%	4
2024 Q1	$2.1M	Buy	+87,220	New	+$2.11M	1.16%	39

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

JPL Wealth Management's SCHO Position: Q2 2026 in Review

JPL Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.1% in Q2 2026, selling an estimated $796K and leaving 617,375 shares worth $14.9M. The position accounts for 2.96% of the portfolio, ranked #4.

JPL Wealth Management first reported a position in SCHO in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.5M in Q3 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

JPL Wealth Management held 617,375 shares of Schwab Short-Term US Treasury ETF worth $14.9M as of Q2 2026.
JPL Wealth Management sold 32,932 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $796K.
Schwab Short-Term US Treasury ETF made up 2.96% of JPL Wealth Management's portfolio in Q2 2026, its #4 holding.
JPL Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 9 quarters since.
JPL Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $16.5M in Q3 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.