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Juncture Wealth Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Juncture Wealth Strategies’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 		$1.86M Sell
77,123
-2,100
-3% -$50.8K 0.48% 43
2026
Q1 		$1.92M Sell
79,223
-2,041
-3% -$49.7K 0.64% 27
2025
Q4 		$1.98M Sell
81,264
-1,709
-2% -$41.7K 0.65% 27
2025
Q3 		$2.02M Sell
82,973
-3,946
-5% -$96K 0.68% 27
2025
Q2 		$2.12M Sell
86,919
-3,950
-4% -$96K 0.75% 24
2025
Q1 		$2.21M Sell
90,869
-1,110
-1% -$26.9K 0.86% 21
2024
Q4 		$2.21M Sell
91,979
-6,879
-7% -$167K 0.82% 20
2024
Q3 		$2.42M Sell
98,858
-2,402
-2% -$58.4K 0.94% 20
2024
Q2 		$2.44M Sell
101,260
-3,210
-3% -$77K 1.02% 20
2024
Q1 		$2.52M Sell
104,470
-1,544
-1% -$37.3K 1.08% 20
2023
Q4 		$2.57M Sell
106,014
-25,038
-19% -$601K 1.17% 21
2023
Q3 		$3.14M Sell
131,052
-125,198
-49% -$3M 1.53% 16
2023
Q2 		$6.16M Buy
256,250
+23,204
+10% +$563K 2.88% 8
2023
Q1 		$5.69M Buy
233,046
+200,916
+625% +$4.87M 2.8% 9
2022
Q4 		$775K Sell
32,130
-8,202
-20% -$198K 0.37% 49
2022
Q3 		$973K Sell
40,332
-21,816
-35% -$534K 0.48% 39
2022
Q2 		$1.53M Sell
62,148
-39,442
-39% -$972K 0.75% 30
2022
Q1 		$2.52M Sell
101,590
-926
-0.9% -$23.3K 1.2% 22
2021
Q4 		$2.61M Sell
102,516
-616
-0.6% -$15.7K 1.24% 23
2021
Q3 		$2.64M Hold
103,132
– – 1.39% 20
2021
Q2 		$2.64M Sell
103,132
-6,700
-6% -$172K 1.52% 16
2021
Q1 		$2.82M Sell
109,832
-62,234
-36% -$1.6M 1.77% 12
2020
Q4 		$4.42M Sell
172,066
-14,384
-8% -$370K 2.8% 6
2020
Q3 		$4.8M Buy
186,450
+16,978
+10% +$438K 3.32% 5
2020
Q2 		$4.38M Sell
169,472
-57,116
-25% -$1.47M 3.3% 5
2020
Q1 		$5.86M Sell
226,588
-104,176
-31% -$2.65M 5.41% 3
2019
Q4 		$8.35M Buy
330,764
+5,484
+2% +$139K 6.5% 2
2019
Q3 		$8.23M Buy
325,280
+61,254
+23% +$1.55M 7.24% 2
2019
Q2 		$6.68M Buy
264,026
+70,002
+36% +$1.76M 5.37% 2
2019
Q1 		$4.87M Sell
194,024
-100,380
-34% -$2.51M 3.76% 6
2018
Q4 		$7.35M Sell
294,404
-74,174
-20% -$1.84M 4.96% 5
2018
Q3 		$9.13M Buy
368,578
+332
+0.1% +$8.24K 4.78% 2
2018
Q2 		$9.16M Buy
368,246
+20,420
+6% +$507K 4.9% 3
2018
Q1 		$8.67M Buy
347,826
+25,664
+8% +$640K 4.83% 6
2017
Q4 		$8.06M Sell
322,162
-39,850
-11% -$1M 4.53% 5
2017
Q3 		$9.12M Buy
362,012
+5,224
+1% +$132K 5.12% 4
2017
Q2 		$8.99M Buy
356,788
+60,216
+20% +$1.52M 5.16% 2
2017
Q1 		$7.48M Buy
296,572
+4,328
+1% +$109K 4.6% 4
2016
Q4 		$7.37M Buy
292,244
+1,346
+0.5% +$34K 5.1% 3
2016
Q3 		$7.39M Buy
290,898
+21,994
+8% +$559K 4.98% 1
2016
Q2 		$6.85M Sell
268,904
-217,430
-45% -$5.52M 4.89% 2
2016
Q1 		$12.4M Buy
486,334
+7,050
+1% +$179K 9.12% 1
2015
Q4 		$12.1M Buy
479,284
+40,114
+9% +$1.02M 9.02% 1
2015
Q3 		$11.2M Buy
439,170
+8,026
+2% +$203K 9.04% 1
2015
Q2 		$10.9M Buy
431,144
+5,848
+1% +$148K 8.9% 1
2015
Q1 		$10.8M Sell
425,296
-368,752
-46% -$9.34M 8.86% 1
2014
Q4 		$20.1M Buy
+794,048
New +$20.1M 9.63% 1

Other funds holding SCHO

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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Juncture Wealth Strategies's SCHO Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.7% in Q2 2026, selling an estimated $50.8K and leaving 77,123 shares worth $1.86M. The position accounts for 0.48% of the portfolio, ranked #43.

Juncture Wealth Strategies first reported a position in SCHO in Q4 2014 and has held it in 47 quarters since. The position peaked at $20.1M in Q4 2014. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Juncture Wealth Strategies held 77,123 shares of Schwab Short-Term US Treasury ETF worth $1.86M as of Q2 2026.
  • Juncture Wealth Strategies sold 2,100 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $50.8K.
  • Schwab Short-Term US Treasury ETF made up 0.48% of Juncture Wealth Strategies's portfolio in Q2 2026, its #43 holding.
  • Juncture Wealth Strategies first reported a position in Schwab Short-Term US Treasury ETF in Q4 2014 and has held it in 47 quarters since.
  • Juncture Wealth Strategies's Schwab Short-Term US Treasury ETF position peaked at $20.1M in Q4 2014.
  • 136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.