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LaSalle St. Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

LaSalle St. Investment Advisors’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 		– Sell
-9,762
Closed -$237K – 451
2026
Q1 		$237K Buy
9,762
+197
+2% +$4.79K 0.03% 358
2025
Q4 		$233K Buy
+9,565
New +$233K 0.04% 324

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

LaSalle St. Investment Advisors's SCHO Position: Q2 2026 in Review

LaSalle St. Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 9,762 shares — an estimated $237K sold.

LaSalle St. Investment Advisors first reported a position in SCHO in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • LaSalle St. Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 9,762 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $237K.
  • LaSalle St. Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and held it in 2 quarters.
  • LaSalle St. Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $237K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.