Resonant Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.92M Buy
286,539
+21,674
+8% +$524K 0.33% 55
2026
Q1
$6.43M Sell
264,865
-406,247
-61% -$9.89M 0.34% 54
2025
Q4
$16.4M Buy
671,112
+76,956
+13% +$1.88M 0.9% 30
2025
Q3
$14.5M Buy
594,156
+3,687
+0.6% +$89.7K 0.84% 29
2025
Q2
$14.4M Sell
590,469
-32,742
-5% -$796K 0.92% 28
2025
Q1
$15.2M Buy
623,211
+31,357
+5% +$759K 1.06% 24
2024
Q4
$14.2M Buy
591,854
+2,218
+0.4% +$53.7K 1.04% 22
2024
Q3
$14.4M Buy
589,636
+75,468
+15% +$1.83M 1.06% 22
2024
Q2
$12.4M Buy
514,168
+48,782
+10% +$1.17M 1% 24
2024
Q1
$11.2M Buy
465,386
+94,636
+26% +$2.29M 0.96% 25
2023
Q4
$8.98M Buy
370,750
+104,436
+39% +$2.51M 0.87% 29
2023
Q3
$6.38M Buy
+266,314
New +$6.38M 0.68% 35

Other funds holding SCHO

Resonant Capital Advisors's SCHO Position: Q2 2026 in Review

Resonant Capital Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.2% in Q2 2026, buying an estimated $524K and bringing the position to 286,539 shares worth $6.92M. The position accounts for 0.33% of the portfolio, ranked #55.

Resonant Capital Advisors first reported a position in SCHO in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.4M in Q4 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Resonant Capital Advisors held 286,539 shares of Schwab Short-Term US Treasury ETF worth $6.92M as of Q2 2026.
  • Resonant Capital Advisors bought 21,674 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $524K.
  • Schwab Short-Term US Treasury ETF made up 0.33% of Resonant Capital Advisors's portfolio in Q2 2026, its #55 holding.
  • Resonant Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • Resonant Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $16.4M in Q4 2025.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.