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

Sequoia Financial 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	$2.34M	Buy	96,967 +69,833	+257%	+$1.69M	0.01%	575
2026 Q1	$659K	Sell	27,134 -5,368	-17%	-$131K	﹤0.01%	1107
2025 Q4	$792K	Sell	32,502 -11,158	-26%	-$272K	﹤0.01%	1008
2025 Q3	$1.07M	Sell	43,660 -6,560	-13%	-$160K	0.01%	747
2025 Q2	$1.22M	Sell	50,220 -7,949	-14%	-$193K	0.01%	619
2025 Q1	$1.42M	Buy	58,169 +23,401	+67%	+$567K	0.01%	514
2024 Q4	$837K	Sell	34,768 -5,848	-14%	-$142K	0.01%	636
2024 Q3	$995K	Sell	40,616 -21,660	-35%	-$526K	0.01%	550
2024 Q2	$1.5M	Buy	62,276 +462	+0.7%	+$11.1K	0.02%	395
2024 Q1	$1.49M	Sell	61,814 -4,750	-7%	-$115K	0.02%	381
2023 Q4	$1.61M	Buy	66,564 +18,216	+38%	+$437K	0.02%	409
2023 Q3	$1.16M	Sell	48,348 -14,484	-23%	-$347K	0.02%	307
2023 Q2	$1.51M	Buy	62,832 +3,956	+7%	+$95.9K	0.03%	276
2023 Q1	$1.44M	Sell	58,876 -3,560	-6%	-$86.2K	0.03%	260
2022 Q4	$1.51M	Sell	62,436 -5,918	-9%	-$143K	0.04%	230
2022 Q3	$1.65M	Sell	68,354 -7,388	-10%	-$181K	0.05%	167
2022 Q2	$1.86M	Sell	75,742 -1,550	-2%	-$38.2K	0.05%	182
2022 Q1	$1.92M	Buy	77,292 +596	+0.8%	+$15K	0.05%	197
2021 Q4	$1.95M	Buy	76,696 +27,542	+56%	+$702K	0.05%	182
2021 Q3	$1.26M	Sell	49,154 -27,828	-36%	-$713K	0.13%	92
2021 Q2	$1.97M	Buy	76,982 +3,690	+5%	+$94.6K	0.07%	155
2021 Q1	$1.88M	Buy	73,292 +14,038	+24%	+$360K	0.08%	135
2020 Q4	$1.52M	Buy	59,254 +4,306	+8%	+$111K	0.07%	145
2020 Q3	$1.42M	Buy	54,948 +1,048	+2%	+$27K	0.07%	136
2020 Q2	$1.39M	Buy	53,900 +2,848	+6%	+$73.5K	0.08%	118
2020 Q1	$1.32M	Sell	51,052 -776	-1%	-$19.8K	0.1%	103
2019 Q4	$1.31M	Buy	51,828 +6,950	+15%	+$176K	0.08%	124
2019 Q3	$1.14M	Sell	44,878 -13,896	-24%	-$351K	0.08%	123
2019 Q2	$1.49M	Sell	58,774 -3,846	-6%	-$96.6K	0.11%	100
2019 Q1	$1.57M	Sell	62,620 -31,794	-34%	-$794K	0.13%	94
2018 Q4	$2.36M	Buy	94,414 +28,022	+42%	+$695K	0.27%	62
2018 Q3	$1.65M	Sell	66,392 -21,482	-24%	-$533K	0.16%	86
2018 Q2	$2.19M	Buy	87,874 +27,472	+45%	+$682K	0.23%	71
2018 Q1	$1.5M	Buy	60,402 +15,322	+34%	+$382K	0.16%	92
2017 Q4	$1.13M	Sell	45,080 -3,798	-8%	-$95.3K	0.12%	109
2017 Q3	$1.23M	Buy	48,878 +5,782	+13%	+$146K	0.15%	94
2017 Q2	$1.09M	Buy	43,096 +20,778	+93%	+$524K	0.13%	100
2017 Q1	$563K	Sell	22,318 -16,568	-43%	-$418K	0.07%	131
2016 Q4	$980K	Sell	38,886 -22,042	-36%	-$557K	0.14%	101
2016 Q3	$1.55M	Sell	60,928 -8,086	-12%	-$205K	0.29%	59
2016 Q2	$1.76M	Buy	69,014 +33,726	+96%	+$856K	0.49%	51
2016 Q1	$896K	Sell	35,288 -288	-0.8%	-$7.3K	0.29%	64
2015 Q4	$897K	Buy	35,576 +12,402	+54%	+$314K	0.36%	60
2015 Q3	$589K	Sell	23,174 -13,770	-37%	-$349K	0.26%	77
2015 Q2	$937K	Buy	+36,944	New	+$937K	0.4%	59

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

Sequoia Financial Advisors's SCHO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 257% in Q2 2026, buying an estimated $1.69M and bringing the position to 96,967 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #575.

Sequoia Financial Advisors first reported a position in SCHO in Q2 2015 and has held it in 45 quarters since. The position peaked at $2.36M in Q4 2018. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Sequoia Financial Advisors held 96,967 shares of Schwab Short-Term US Treasury ETF worth $2.34M as of Q2 2026.
Sequoia Financial Advisors bought 69,833 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.69M.
Schwab Short-Term US Treasury ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #575 holding.
Sequoia Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2015 and has held it in 45 quarters since.
Sequoia Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.36M in Q4 2018.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.