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

Pines 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	$2.15M	Buy	89,166 +4,135	+5%	+$99.9K	0.62%	33
2026 Q1	$2.06M	Buy	85,031 +24,835	+41%	+$605K	0.67%	31
2025 Q4	$1.47M	Buy	60,196 +5,937	+11%	+$145K	0.47%	53
2025 Q3	$1.32M	Buy	54,259 +9,198	+20%	+$224K	0.45%	53
2025 Q2	$1.09M	Buy	45,061 +2,859	+7%	+$69.5K	0.39%	62
2025 Q1	$1.03M	Sell	42,202 -11,703	-22%	-$283K	0.48%	56
2024 Q4	$1.3M	Buy	+53,905	New	+$1.31M	0.57%	42

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

Pines Wealth Management's SCHO Position: Q2 2026 in Review

Pines Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.9% in Q2 2026, buying an estimated $99.9K and bringing the position to 89,166 shares worth $2.15M. The position accounts for 0.62% of the portfolio, ranked #33.

Pines Wealth Management first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Pines Wealth Management held 89,166 shares of Schwab Short-Term US Treasury ETF worth $2.15M as of Q2 2026.
Pines Wealth Management bought 4,135 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $99.9K.
Schwab Short-Term US Treasury ETF made up 0.62% of Pines Wealth Management's portfolio in Q2 2026, its #33 holding.
Pines Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.