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

Sanctuary Advisors’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	$2.77M	Buy	114,685 +87,369	+320%	+$2.11M	0.01%	872
2026 Q1	$663K	Buy	27,316 +5,558	+26%	+$135K	﹤0.01%	1584
2025 Q4	$530K	Sell	21,758 -3,115	-13%	-$76K	﹤0.01%	1685
2025 Q3	$607K	Sell	24,873 -46,905	-65%	-$1.14M	﹤0.01%	1587
2025 Q2	$1.75M	Buy	71,778 +15,680	+28%	+$381K	0.01%	912
2025 Q1	$1.37M	Sell	56,098 -2,028	-3%	-$49.1K	0.01%	974
2024 Q4	$1.41M	Sell	58,126 -43,932	-43%	-$1.06M	0.01%	1056
2024 Q3	$1.23M	Buy	102,058 +68,658	+206%	+$1.67M	0.01%	1146
2024 Q2	$800K	Buy	+33,400	New	+$801K	0.01%	1327

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

Sanctuary Advisors's SCHO Position: Q2 2026 in Review

Sanctuary Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 320% in Q2 2026, buying an estimated $2.11M and bringing the position to 114,685 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #872.

Sanctuary Advisors first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Sanctuary Advisors held 114,685 shares of Schwab Short-Term US Treasury ETF worth $2.77M as of Q2 2026.
Sanctuary Advisors bought 87,369 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $2.11M.
Schwab Short-Term US Treasury ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #872 holding.
Sanctuary Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.