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 Q2	$234K	Buy	9,687 +396	+4%	+$9.57K	0.08%	209
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 $1.55T 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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return

Lynx Investment Advisory's SCHO Position: Q2 2026 in Review

Lynx Investment Advisory increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.3% in Q2 2026, buying an estimated $9.57K and bringing the position to 9,687 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #209.

Lynx Investment Advisory first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $274K in Q4 2025. 723 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Lynx Investment Advisory held 9,687 shares of Schwab Short-Term US Treasury ETF worth $234K as of Q2 2026.
Lynx Investment Advisory bought 396 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $9.57K.
Schwab Short-Term US Treasury ETF made up 0.08% of Lynx Investment Advisory's portfolio in Q2 2026, its #209 holding.
Lynx Investment Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's Schwab Short-Term US Treasury ETF position peaked at $274K in Q4 2025.
723 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.