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POM Investment Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

POM Investment Strategies’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 		– Sell
-139
Closed -$3.37K – 440
2026
Q1 		$3.37K Buy
+139
New +$3.38K ﹤0.01% 304
2025
Q1 		– Sell
-806
Closed -$19.4K – 336
2024
Q4 		$19.4K Buy
+806
New +$19.5K 0.01% 121

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

POM Investment Strategies's SCHO Position: Q2 2026 in Review

POM Investment Strategies sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 139 shares — an estimated $3.37K sold.

POM Investment Strategies first reported a position in SCHO in Q4 2024 and held it in 2 quarters. The position peaked at $19.4K in Q4 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • POM Investment Strategies reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • POM Investment Strategies sold 139 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.37K.
  • POM Investment Strategies first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 2 quarters.
  • POM Investment Strategies's Schwab Short-Term US Treasury ETF position peaked at $19.4K in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.