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

Lifeworks 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	$2.38M	Sell	98,785 -8,509	-8%	-$206K	0.25%	87
2026 Q1	$2.6M	Sell	107,294 -13,270	-11%	-$323K	0.33%	82
2025 Q4	$2.94M	Buy	120,564 +3,997	+3%	+$97.5K	0.38%	77
2025 Q3	$2.84M	Sell	116,567 -265	-0.2%	-$6.45K	0.38%	75
2025 Q2	$2.85M	Buy	116,832 +1,749	+2%	+$42.5K	0.42%	73
2025 Q1	$2.8M	Buy	115,083 +8,513	+8%	+$206K	0.47%	58
2024 Q4	$2.56M	Buy	106,570 +2,330	+2%	+$56.4K	0.46%	67
2024 Q3	$2.55M	Buy	104,240 +10,358	+11%	+$252K	0.5%	61
2024 Q2	$2.26M	Buy	93,882 +5,216	+6%	+$125K	0.63%	50
2024 Q1	$2.14M	Sell	88,666 -1,428	-2%	-$34.5K	0.6%	51
2023 Q4	$2.18M	Sell	90,094 -4,404	-5%	-$106K	0.75%	41
2023 Q3	$2.26M	Sell	94,498 -2,742	-3%	-$65.7K	0.88%	35
2023 Q2	$2.34M	Buy	97,240 +1,180	+1%	+$28.6K	1%	30
2023 Q1	$2.34M	Buy	96,060 +2,650	+3%	+$64.2K	1.11%	32
2022 Q4	$2.25M	Sell	93,410 -57,446	-38%	-$1.38M	1.27%	23
2022 Q3	$3.63M	Buy	150,856 +14,886	+11%	+$364K	2.07%	11
2022 Q2	$3.34M	Buy	135,970 +380	+0.3%	+$9.37K	2.12%	9
2022 Q1	$3.36M	Sell	135,590 -57,618	-30%	-$1.45M	2.22%	8
2021 Q4	$4.91M	Buy	+193,208	New	+$4.93M	3.91%	4

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

Lifeworks Advisors's SCHO Position: Q2 2026 in Review

Lifeworks Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.9% in Q2 2026, selling an estimated $206K and leaving 98,785 shares worth $2.38M. The position accounts for 0.25% of the portfolio, ranked #87.

Lifeworks Advisors first reported a position in SCHO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.91M in Q4 2021. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Lifeworks Advisors held 98,785 shares of Schwab Short-Term US Treasury ETF worth $2.38M as of Q2 2026.
Lifeworks Advisors sold 8,509 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $206K.
Schwab Short-Term US Treasury ETF made up 0.25% of Lifeworks Advisors's portfolio in Q2 2026, its #87 holding.
Lifeworks Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 19 quarters since.
Lifeworks Advisors's Schwab Short-Term US Treasury ETF position peaked at $4.91M in Q4 2021.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.