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Sellwood Investment Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sellwood Investment Partners’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 		$1.42M Buy
59,024
+943
+2% +$22.8K 0.5% 25
2026
Q1 		$1.41M Buy
58,081
+8,841
+18% +$215K 0.56% 25
2025
Q4 		$1.2M Sell
49,240
-56,862
-54% -$1.39M 0.47% 25
2025
Q3 		$2.59M Buy
106,102
+50,596
+91% +$1.23M 1.03% 19
2025
Q2 		$1.35M Sell
55,506
-2,597
-4% -$63.1K 0.65% 18
2025
Q1 		$1.41M Sell
58,103
-13,157
-18% -$319K 0.74% 15
2024
Q4 		$1.71M Buy
+71,260
New +$1.73M 0.92% 14

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Sellwood Investment Partners's SCHO Position: Q2 2026 in Review

Sellwood Investment Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.6% in Q2 2026, buying an estimated $22.8K and bringing the position to 59,024 shares worth $1.42M. The position accounts for 0.5% of the portfolio, ranked #25.

Sellwood Investment Partners first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59M in Q3 2025. 377 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Sellwood Investment Partners held 59,024 shares of Schwab Short-Term US Treasury ETF worth $1.42M as of Q2 2026.
  • Sellwood Investment Partners bought 943 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $22.8K.
  • Schwab Short-Term US Treasury ETF made up 0.5% of Sellwood Investment Partners's portfolio in Q2 2026, its #25 holding.
  • Sellwood Investment Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Sellwood Investment Partners's Schwab Short-Term US Treasury ETF position peaked at $2.59M in Q3 2025.
  • 377 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.