Lynx Investment Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Lynx Investment Advisory’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	$225K	Sell	9,291 -1,972	-18%	-$48K	0.11%	171
2025 Q4	$274K	Buy	11,263 +1,857	+20%	+$45.3K	0.15%	140
2025 Q3	$230K	Buy	9,406 +142	+2%	+$3.46K	0.14%	143
2025 Q2	$226K	Buy	9,264 +193	+2%	+$4.69K	0.15%	139
2025 Q1	$221K	Sell	9,071 -8	-0.1%	-$194	0.15%	140
2024 Q4	$218K	Sell	9,079 -331	-4%	-$8.02K	0.15%	140
2024 Q3	$230K	Sell	9,410 -18	-0.2%	-$438	0.17%	135
2024 Q2	$227K	Buy	+9,428	New	+$226K	0.17%	123

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

Lynx Investment Advisory's SCHO Position: Q1 2026 in Review

Lynx Investment Advisory reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 18% in Q1 2026, selling an estimated $48K and leaving 9,291 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #171.

Lynx Investment Advisory first reported a position in SCHO in Q2 2024 and has held it in 8 quarters since. The position peaked at $274K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Lynx Investment Advisory held 9,291 shares of Schwab Short-Term US Treasury ETF worth $225K as of Q1 2026.
Lynx Investment Advisory sold 1,972 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $48K.
Schwab Short-Term US Treasury ETF made up 0.11% of Lynx Investment Advisory's portfolio in Q1 2026, its #171 holding.
Lynx Investment Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Lynx Investment Advisory's Schwab Short-Term US Treasury ETF position peaked at $274K in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.