Robinson Smith Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
Robinson Smith Wealth Advisors's SCHO Position: Q2 2026 in Review
Robinson Smith Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 11% in Q2 2026, selling an estimated $31K and leaving 10,580 shares worth $255K. The position accounts for 0.15% of the portfolio, ranked #84.
Robinson Smith Wealth Advisors first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.49M in Q1 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Robinson Smith Wealth Advisors held 10,580 shares of Schwab Short-Term US Treasury ETF worth $255K as of Q2 2026.
- Robinson Smith Wealth Advisors sold 1,283 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $31K.
- Schwab Short-Term US Treasury ETF made up 0.15% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #84 holding.
- Robinson Smith Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
- Robinson Smith Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.49M in Q1 2025.
- 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.