Mission Hills Financial Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Mission Hills Financial 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	$1.8M	Buy	74,462 +13,147	+21%	+$318K	0.79%	28
2026 Q1	$1.49M	Buy	61,315 +20,386	+50%	+$496K	0.76%	22
2025 Q4	$997K	Buy	40,929 +15,870	+63%	+$387K	0.53%	23
2025 Q3	$611K	Buy	25,059 +5,919	+31%	+$144K	0.32%	28
2025 Q2	$467K	Buy	+19,140	New	+$465K	0.29%	29

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

Mission Hills Financial Advisory's SCHO Position: Q2 2026 in Review

Mission Hills Financial Advisory increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 21% in Q2 2026, buying an estimated $318K and bringing the position to 74,462 shares worth $1.8M. The position accounts for 0.79% of the portfolio, ranked #28.

Mission Hills Financial Advisory first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Mission Hills Financial Advisory held 74,462 shares of Schwab Short-Term US Treasury ETF worth $1.8M as of Q2 2026.
Mission Hills Financial Advisory bought 13,147 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $318K.
Schwab Short-Term US Treasury ETF made up 0.79% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #28 holding.
Mission Hills Financial Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.