Robinswood Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Robinswood Financial’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	$16.5M	Buy	682,357 +22,380	+3%	+$541K	4.72%	7
2026 Q1	$16M	Buy	659,977 +28,015	+4%	+$682K	5.04%	6
2025 Q4	$15.4M	Buy	631,962 +26,712	+4%	+$651K	4.93%	7
2025 Q3	$14.8M	Buy	605,250 +19,169	+3%	+$466K	4.93%	7
2025 Q2	$14.3M	Sell	586,081 -14,028	-2%	-$341K	5.06%	8
2025 Q1	$14.6M	Buy	600,109 +19,948	+3%	+$483K	5.4%	4
2024 Q4	$14M	Sell	580,161 -10,573	-2%	-$256K	5.28%	6
2024 Q3	$14.5M	Sell	590,734 -5,158	-0.9%	-$125K	5.38%	7
2024 Q2	$14.3M	Buy	595,892 +8,976	+2%	+$215K	5.8%	3
2024 Q1	$14.1M	Buy	586,916 +9,884	+2%	+$239K	6.01%	3
2023 Q4	$14M	Buy	577,032 +55,238	+11%	+$1.33M	6.05%	3
2023 Q3	$12.5M	Buy	521,794 +14,170	+3%	+$340K	5.96%	2
2023 Q2	$12.2M	Buy	+507,624	New	+$12.3M	5.66%	5

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

Robinswood Financial's SCHO Position: Q2 2026 in Review

Robinswood Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.4% in Q2 2026, buying an estimated $541K and bringing the position to 682,357 shares worth $16.5M. The position accounts for 4.72% of the portfolio, ranked #7.

Robinswood Financial first reported a position in SCHO in Q2 2023 and has held it in 13 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Robinswood Financial held 682,357 shares of Schwab Short-Term US Treasury ETF worth $16.5M as of Q2 2026.
Robinswood Financial bought 22,380 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $541K.
Schwab Short-Term US Treasury ETF made up 4.72% of Robinswood Financial's portfolio in Q2 2026, its #7 holding.
Robinswood Financial first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.