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

Milestone Investment 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 		$9.84M Buy
407,543
+17,245
+4% +$417K 2.13% 17
2026
Q1 		$9.47M Buy
390,298
+23,570
+6% +$574K 2.29% 19
2025
Q4 		$8.94M Buy
366,728
+9,987
+3% +$244K 2.16% 19
2025
Q3 		$8.7M Buy
356,741
+17,547
+5% +$427K 2.16% 19
2025
Q2 		$8.27M Buy
339,194
+93,212
+38% +$2.26M 2.16% 17
2025
Q1 		$5.99M Buy
245,982
+118,853
+93% +$2.88M 1.66% 20
2024
Q4 		$3.06M Buy
127,129
+39,455
+45% +$955K 0.83% 35
2024
Q3 		$2.15M Buy
87,674
+1,810
+2% +$44K 0.6% 38
2024
Q2 		$2.07M Buy
85,864
+12,508
+17% +$300K 0.55% 37
2024
Q1 		$1.77M Sell
73,356
-1,696
-2% -$41K 0.48% 40
2023
Q4 		$1.82M Sell
75,052
-101,516
-57% -$2.44M 0.53% 36
2023
Q3 		$4.23M Sell
176,568
-15,054
-8% -$361K 1.2% 23
2023
Q2 		$4.6M Buy
191,622
+22,954
+14% +$557K 1.43% 19
2023
Q1 		$4.11M Buy
168,668
+25,046
+17% +$607K 1.27% 20
2022
Q4 		$3.46M Buy
+143,622
New +$3.46M 1.21% 21

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Milestone Investment Advisors's SCHO Position: Q2 2026 in Review

Milestone Investment Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.4% in Q2 2026, buying an estimated $417K and bringing the position to 407,543 shares worth $9.84M. The position accounts for 2.13% of the portfolio, ranked #17.

Milestone Investment Advisors first reported a position in SCHO in Q4 2022 and has held it in 15 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Milestone Investment Advisors held 407,543 shares of Schwab Short-Term US Treasury ETF worth $9.84M as of Q2 2026.
  • Milestone Investment Advisors bought 17,245 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $417K.
  • Schwab Short-Term US Treasury ETF made up 2.13% of Milestone Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Milestone Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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