Mission Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Mission Wealth Management’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	$609K	Sell	25,224 -3,409	-12%	-$82.4K	0.01%	613
2026 Q1	$695K	Sell	28,633 -37,196	-57%	-$905K	0.01%	407
2025 Q4	$1.6M	Sell	65,829 -31,288	-32%	-$763K	0.03%	246
2025 Q3	$2.37M	Sell	97,117 -114,645	-54%	-$2.79M	0.05%	199
2025 Q2	$5.16M	Buy	+211,762	New	+$5.15M	0.11%	114

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 Wealth Management's SCHO Position: Q2 2026 in Review

Mission Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 12% in Q2 2026, selling an estimated $82.4K and leaving 25,224 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #613.

Mission Wealth Management first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.16M in Q2 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Mission Wealth Management held 25,224 shares of Schwab Short-Term US Treasury ETF worth $609K as of Q2 2026.
Mission Wealth Management sold 3,409 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $82.4K.
Schwab Short-Term US Treasury ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #613 holding.
Mission Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Mission Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $5.16M in Q2 2025.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.