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

Rede Wealth’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
-47,637
Closed -$1.16M – 118
2026
Q1 		$1.16M Buy
47,637
+9,681
+26% +$236K 0.42% 26
2025
Q4 		$925K Buy
+37,956
New +$925K 0.32% 35
2025
Q3 		– Sell
-102,393
Closed -$2.5M – 168
2025
Q2 		$2.5M Buy
102,393
+4,162
+4% +$101K 0.9% 13
2025
Q1 		$2.39M Sell
98,231
-6,173
-6% -$149K 0.84% 13
2024
Q4 		$2.51M Sell
104,404
-4,350
-4% -$105K 0.96% 11
2024
Q3 		$2.66M Buy
108,754
+7,118
+7% +$173K 1.02% 11
2024
Q2 		$2.45M Buy
101,636
+35,300
+53% +$847K 2.25% 10
2024
Q1 		$1.6M Buy
66,336
+13,910
+27% +$336K 0.67% 18
2023
Q4 		$1.27M Buy
+52,426
New +$1.26M 0.6% 22

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

Rede Wealth's SCHO Position: Q2 2026 in Review

Rede Wealth sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 47,637 shares — an estimated $1.16M sold.

Rede Wealth first reported a position in SCHO in Q4 2023 and held it in 9 quarters. The position peaked at $2.66M in Q3 2024. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Rede Wealth reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Rede Wealth sold 47,637 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.16M.
  • Rede Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and held it in 9 quarters.
  • Rede Wealth's Schwab Short-Term US Treasury ETF position peaked at $2.66M in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.