SeaCrest Wealth Management’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 | $1.27M | Buy |
52,580
+35,360
| +205% | +$855K | 0.14% | 135 |
|
|
2026
Q1 | $418K | Sell |
17,220
-2,302
| -12% | -$56K | 0.04% | 376 |
|
|
2025
Q4 | $476K | Sell |
19,522
-38
| -0.2% | -$927 | 0.05% | 339 |
|
|
2025
Q3 | $476K | Sell |
19,560
-1,789
| -8% | -$43.5K | 0.05% | 323 |
|
|
2025
Q2 | $520K | Sell |
21,349
-790
| -4% | -$19.2K | 0.06% | 299 |
|
|
2025
Q1 | $539K | Sell |
22,139
-6,434
| -23% | -$156K | 0.06% | 310 |
|
|
2024
Q4 | $687K | Sell |
28,573
-475
| -2% | -$11.5K | 0.07% | 260 |
|
|
2024
Q3 | $711K | Sell |
29,048
-120
| -0.4% | -$2.92K | 0.08% | 259 |
|
|
2024
Q2 | $702K | Sell |
29,168
-784
| -3% | -$18.8K | 0.08% | 244 |
|
|
2024
Q1 | $722K | Sell |
29,952
-2,658
| -8% | -$64.2K | 0.09% | 233 |
|
|
2023
Q4 | $789K | Sell |
32,610
-39,748
| -55% | -$954K | 0.1% | 220 |
|
|
2023
Q3 | $1.73M | Buy |
72,358
+3,834
| +6% | +$91.9K | 0.23% | 88 |
|
|
2023
Q2 | $1.65M | Sell |
68,524
-2,534
| -4% | -$61.4K | 0.21% | 100 |
|
|
2023
Q1 | $1.73M | Buy |
71,058
+418
| +0.6% | +$10.1K | 0.23% | 85 |
|
|
2022
Q4 | $1.7M | Buy |
70,640
+290
| +0.4% | +$6.99K | 0.24% | 82 |
|
|
2022
Q3 | $1.7M | Buy |
70,350
+32,790
| +87% | +$802K | 0.26% | 72 |
|
|
2022
Q2 | $924K | Sell |
37,560
-1,976
| -5% | -$48.7K | 0.12% | 178 |
|
|
2022
Q1 | $979K | Sell |
39,536
-2,784
| -7% | -$69.9K | 0.11% | 197 |
|
|
2021
Q4 | $1.08M | Sell |
42,320
-2,280
| -5% | -$58.1K | 0.12% | 177 |
|
|
2021
Q3 | $1.14M | Sell |
44,600
-2,254
| -5% | -$57.8K | 0.14% | 159 |
|
|
2021
Q2 | $1.2M | Buy |
46,854
+796
| +2% | +$20.4K | 0.14% | 147 |
|
|
2021
Q1 | $1.18M | Sell |
46,058
-1,238
| -3% | -$31.8K | 0.16% | 140 |
|
|
2020
Q4 | $1.22M | Sell |
47,296
-3,368
| -7% | -$86.6K | 0.17% | 126 |
|
|
2020
Q3 | $1.3M | Buy |
50,664
+2,580
| +5% | +$66.5K | 0.21% | 104 |
|
|
2020
Q2 | $1.24M | Sell |
48,084
-906
| -2% | -$23.4K | 0.21% | 98 |
|
|
2020
Q1 | $1.27M | Sell |
48,990
-2,398
| -5% | -$61.1K | 0.27% | 82 |
|
|
2019
Q4 | $1.3M | Sell |
51,388
-3,054
| -6% | -$77.2K | 0.22% | 105 |
|
|
2019
Q3 | $1.38M | Sell |
54,442
-1,072
| -2% | -$27.1K | 0.26% | 86 |
|
|
2019
Q2 | $1.4M | Buy |
55,514
+2,758
| +5% | +$69.3K | 0.29% | 78 |
|
|
2019
Q1 | $1.32M | Sell |
52,756
-19,382
| -27% | -$484K | 0.23% | 92 |
|
|
2018
Q4 | $1.8M | Sell |
72,138
-5,568
| -7% | -$138K | 0.37% | 52 |
|
|
2018
Q3 | $1.93M | Sell |
77,706
-13,898
| -15% | -$345K | 0.33% | 58 |
|
|
2018
Q2 | $2.28M | Sell |
91,604
-7,478
| -8% | -$186K | 0.41% | 46 |
|
|
2018
Q1 | $2.47M | Buy |
99,082
+44,370
| +81% | +$1.11M | 0.45% | 47 |
|
|
2017
Q4 | $1.37M | Buy |
+54,712
| New | +$1.37M | 0.25% | 78 |
|
Other funds holding SCHO
MA
SeaCrest Wealth Management's SCHO Position: Q2 2026 in Review
SeaCrest Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 205% in Q2 2026, buying an estimated $855K and bringing the position to 52,580 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #135.
SeaCrest Wealth Management first reported a position in SCHO in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.47M in Q1 2018. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- SeaCrest Wealth Management held 52,580 shares of Schwab Short-Term US Treasury ETF worth $1.27M as of Q2 2026.
- SeaCrest Wealth Management bought 35,360 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $855K.
- Schwab Short-Term US Treasury ETF made up 0.14% of SeaCrest Wealth Management's portfolio in Q2 2026, its #135 holding.
- SeaCrest Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $2.47M in Q1 2018.
- 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.