LGT Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

LGT Financial 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 Q1	–	Sell	-2	Closed	-$49	–	271
2025 Q4	$49	Sell	2 -154	-99%	-$3.75K	﹤0.01%	258
2025 Q3	$3.81K	Sell	156 -336	-68%	-$8.18K	0.01%	319
2025 Q2	$12K	Hold	492	–	–	0.03%	194
2025 Q1	$12K	Sell	492 -29	-6%	-$702	0.04%	170
2024 Q4	$12.5K	Sell	521 -9	-2%	-$218	0.03%	398
2024 Q3	$13K	Sell	530 -2	-0.4%	-$49	0.03%	367
2024 Q2	$12.8K	Sell	532 -7,168	-93%	-$172K	0.03%	413
2024 Q1	$186K	Hold	7,700	–	–	0.22%	107
2023 Q4	$187K	Buy	+7,700	New	+$185K	0.23%	104

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LGT Financial Advisors's SCHO Position: Q1 2026 in Review

LGT Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 2 shares — an estimated $49 sold.

LGT Financial Advisors first reported a position in SCHO in Q4 2023 and held it in 9 quarters. The position peaked at $187K in Q4 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

LGT Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
LGT Financial Advisors sold 2 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $49.
LGT Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and held it in 9 quarters.
LGT Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $187K in Q4 2023.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.