SageView Advisory Group’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
$265K Buy
+10,957
New +$265K 0.01% 533
2026
Q1
Sell
-158
Closed -$3.85K 2082
2025
Q4
$3.85K Buy
+158
New +$3.85K ﹤0.01% 2037
2024
Q2
Sell
-9,608
Closed -$250K 723
2024
Q1
$250K Buy
+9,608
New +$232K 0.01% 467

Other funds holding SCHO

SageView Advisory Group's SCHO Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 10,957 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in SCHO as recently as Q4 2025.

SageView Advisory Group first reported a position in SCHO in Q1 2024 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • SageView Advisory Group held 10,957 shares of Schwab Short-Term US Treasury ETF worth $265K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new SageView Advisory Group position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #533 holding.
  • SageView Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 3 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.