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Patriot Financial Group Insurance Agency’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$280K Sell
11,611
-12,851
-53% -$311K 0.03% 404
2026
Q1 		$594K Buy
24,462
+10,740
+78% +$261K 0.03% 399
2025
Q4 		$334K Buy
13,722
+778
+6% +$19K 0.04% 369
2025
Q3 		$316K Sell
12,944
-29
-0.2% -$706 0.04% 372
2025
Q2 		$316K Sell
12,973
-7,501
-37% -$182K 0.04% 394
2025
Q1 		$498K Sell
20,474
-468
-2% -$11.3K 0.07% 295
2024
Q4 		$504K Buy
20,942
+96
+0.5% +$2.33K 0.07% 284
2024
Q3 		$511K Sell
20,846
-182
-0.9% -$4.42K 0.07% 291
2024
Q2 		$506K Sell
21,028
-1,086
-5% -$26K 0.07% 274
2024
Q1 		$533K Sell
22,114
-8
-0% -$193 0.08% 263
2023
Q4 		$536K Buy
22,122
+3,970
+22% +$95.3K 0.1% 237
2023
Q3 		$435K Buy
18,152
+174
+1% +$4.17K 0.09% 269
2023
Q2 		$432K Sell
17,978
-452
-2% -$11K 0.08% 271
2023
Q1 		$450K Buy
18,430
+6,836
+59% +$166K 0.09% 241
2022
Q4 		$280K Sell
11,594
-1,802
-13% -$43.4K 0.04% 328
2022
Q3 		$323K Sell
13,396
-43,440
-76% -$1.06M 0.08% 283
2022
Q2 		$1.4M Buy
56,836
+12,624
+29% +$311K 0.28% 71
2022
Q1 		$1.09M Buy
44,212
+1,020
+2% +$25.6K 0.2% 117
2021
Q4 		$1.1M Buy
43,192
+7,020
+19% +$179K 0.18% 124
2021
Q3 		$926K Buy
36,172
+8,250
+30% +$211K 0.16% 136
2021
Q2 		$715K Buy
27,922
+3,714
+15% +$95.2K 0.13% 174
2021
Q1 		$621K Buy
24,208
+4,144
+21% +$106K 0.14% 165
2020
Q4 		$516K Buy
20,064
+7,296
+57% +$188K 0.13% 174
2020
Q3 		$329K Buy
12,768
+814
+7% +$21K 0.11% 190
2020
Q2 		$309K Buy
11,954
+248
+2% +$6.4K 0.12% 174
2020
Q1 		$303K Buy
11,706
+9,690
+481% +$247K 0.14% 159
2019
Q4 		$51K Buy
2,016
+38
+2% +$960 0.02% 474
2019
Q3 		$50K Buy
1,978
+16
+0.8% +$405 0.02% 446
2019
Q2 		$50K Buy
1,962
+20
+1% +$502 0.02% 437
2019
Q1 		$49K Buy
+1,942
New +$48.5K 0.03% 392

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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

Patriot Financial Group Insurance Agency's SCHO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 53% in Q2 2026, selling an estimated $311K and leaving 11,611 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #404.

Patriot Financial Group Insurance Agency first reported a position in SCHO in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.4M in Q2 2022. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 11,611 shares of Schwab Short-Term US Treasury ETF worth $280K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 12,851 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $311K.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #404 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Financial Group Insurance Agency's Schwab Short-Term US Treasury ETF position peaked at $1.4M in Q2 2022.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.