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Sage Investment Advisers’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sage Investment Advisers’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 		$878K Sell
36,371
-14,706
-29% -$355K 0.59% 42
2026
Q1 		$1.24M Sell
51,077
-41,429
-45% -$1.01M 0.92% 31
2025
Q4 		$2.25M Buy
+92,506
New +$2.26M 1.69% 21

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Sage Investment Advisers's SCHO Position: Q2 2026 in Review

Sage Investment Advisers reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 29% in Q2 2026, selling an estimated $355K and leaving 36,371 shares worth $878K. The position accounts for 0.59% of the portfolio, ranked #42.

Sage Investment Advisers first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q4 2025. 353 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Sage Investment Advisers held 36,371 shares of Schwab Short-Term US Treasury ETF worth $878K as of Q2 2026.
  • Sage Investment Advisers sold 14,706 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $355K.
  • Schwab Short-Term US Treasury ETF made up 0.59% of Sage Investment Advisers's portfolio in Q2 2026, its #42 holding.
  • Sage Investment Advisers first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Sage Investment Advisers's Schwab Short-Term US Treasury ETF position peaked at $2.25M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.