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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.35K Buy
+139
New +$3.36K 0.02% 198
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

LGT Financial Advisors's SCHO Position: Q2 2026 in Review

LGT Financial Advisors opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 139 shares worth $3.35K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: LGT Financial Advisors previously reported a position in SCHO as recently as Q4 2025.

LGT Financial Advisors first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. The position peaked at $187K in Q4 2023. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • LGT Financial Advisors held 139 shares of Schwab Short-Term US Treasury ETF worth $3.35K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new LGT Financial Advisors position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.02% of LGT Financial Advisors's portfolio in Q2 2026, its #198 holding.
  • LGT Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • LGT Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $187K in Q4 2023.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.