SSWM
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Sheets Smith Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sheets Smith Wealth Management’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 		$2.11M Sell
87,384
-13,154
-13% -$318K 0.21% 102
2026
Q1 		$2.44M Sell
100,538
-15,712
-14% -$382K 0.27% 83
2025
Q4 		$2.83M Sell
116,250
-14,956
-11% -$365K 0.31% 75
2025
Q3 		$3.2M Sell
131,206
-7,672
-6% -$187K 0.36% 68
2025
Q2 		$3.39M Sell
138,878
-7,287
-5% -$177K 0.4% 62
2025
Q1 		$3.56M Sell
146,165
-3,149
-2% -$76.2K 0.44% 58
2024
Q4 		$3.59M Sell
149,314
-7,966
-5% -$193K 0.44% 57
2024
Q3 		$3.85M Sell
157,280
-5,282
-3% -$128K 0.47% 54
2024
Q2 		$3.91M Buy
162,562
+10,294
+7% +$247K 0.47% 57
2024
Q1 		$3.67M Sell
152,268
-3,728
-2% -$90K 0.41% 63
2023
Q4 		$3.78M Sell
155,996
-1,224
-0.8% -$29.4K 0.54% 48
2023
Q3 		$3.76M Buy
157,220
+326
+0.2% +$7.81K 0.57% 45
2023
Q2 		$3.77M Buy
156,894
+35,494
+29% +$861K 0.55% 48
2023
Q1 		$2.96M Buy
121,400
+9,306
+8% +$225K 0.45% 53
2022
Q4 		$2.7M Sell
112,094
-66,678
-37% -$1.61M 0.42% 57
2022
Q3 		$4.31M Sell
178,772
-32,332
-15% -$791K 0.72% 37
2022
Q2 		$5.19M Sell
211,104
-36,164
-15% -$892K 0.85% 30
2022
Q1 		$6.13M Sell
247,268
-10,268
-4% -$258K 0.84% 32
2021
Q4 		$6.55M Sell
257,536
-5,616
-2% -$143K 0.81% 33
2021
Q3 		$6.74M Buy
263,152
+7,264
+3% +$186K 0.91% 28
2021
Q2 		$6.55M Sell
255,888
-8,300
-3% -$213K 0.88% 28
2021
Q1 		$6.78M Buy
264,188
+8,208
+3% +$211K 1% 25
2020
Q4 		$6.58M Buy
255,980
+2,426
+1% +$62.4K 0.99% 22
2020
Q3 		$6.53M Sell
253,554
-12,750
-5% -$329K 1.14% 21
2020
Q2 		$6.88M Buy
266,304
+5,872
+2% +$152K 1.38% 18
2020
Q1 		$6.74M Buy
260,432
+29,962
+13% +$763K 1.41% 17
2019
Q4 		$5.82M Buy
230,470
+27,804
+14% +$702K 1.11% 18
2019
Q3 		$5.13M Buy
202,666
+24,094
+13% +$609K 1.05% 24
2019
Q2 		$4.52M Buy
178,572
+51,982
+41% +$1.31M 0.93% 24
2019
Q1 		$3.18M Buy
126,590
+15,466
+14% +$386K 0.69% 35
2018
Q4 		$2.77M Buy
111,124
+47,840
+76% +$1.19M 0.75% 34
2018
Q3 		$1.57M Buy
+63,284
New +$1.57M 0.32% 83

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sheets Smith Wealth Management's SCHO Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 13% in Q2 2026, selling an estimated $318K and leaving 87,384 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #102.

Sheets Smith Wealth Management first reported a position in SCHO in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.88M in Q2 2020. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Sheets Smith Wealth Management held 87,384 shares of Schwab Short-Term US Treasury ETF worth $2.11M as of Q2 2026.
  • Sheets Smith Wealth Management sold 13,154 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $318K.
  • Schwab Short-Term US Treasury ETF made up 0.21% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Sheets Smith Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2018 and has held it in 32 quarters since.
  • Sheets Smith Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $6.88M in Q2 2020.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.