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

Sightline Wealth 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	$709K	Sell	29,359 -19,189	-40%	-$464K	0.26%	45
2026 Q1	$1.18M	Sell	48,548 -10,351	-18%	-$252K	0.5%	37
2025 Q4	$1.44M	Buy	58,899 +25,632	+77%	+$625K	0.61%	34
2025 Q3	$812K	Buy	33,267 +14,820	+80%	+$361K	0.37%	43
2025 Q2	$450K	Buy	18,447 +1,326	+8%	+$32.2K	0.22%	55
2025 Q1	$417K	Buy	17,121 +4,879	+40%	+$118K	0.22%	54
2024 Q4	$295K	Sell	12,242 -312	-2%	-$7.55K	0.16%	68
2024 Q3	$307K	Sell	12,554 -3,984	-24%	-$96.8K	0.17%	63
2024 Q2	$398K	Buy	16,538 +454	+3%	+$10.9K	0.25%	55
2024 Q1	$388K	Buy	16,084 +3,314	+26%	+$80K	0.26%	55
2023 Q4	$309K	Buy	12,770 +2,090	+20%	+$50.2K	0.24%	57
2023 Q3	$256K	Sell	10,680 -8,094	-43%	-$194K	0.24%	57
2023 Q2	$458K	Hold	18,774	–	–	0.46%	36
2023 Q1	$458K	Sell	18,774 -2,558	-12%	-$61.9K	0.47%	34
2022 Q4	$515K	Buy	21,332 +40	+0.2%	+$964	0.55%	30
2022 Q3	$514K	Sell	21,292 -4,154	-16%	-$102K	0.6%	27
2022 Q2	$626K	Sell	25,446 -124	-0.5%	-$3.06K	0.61%	25
2022 Q1	$633K	Hold	25,570	–	–	0.53%	29
2021 Q4	$649K	Buy	25,570 +2	+0%	+$51	0.58%	26
2021 Q3	$654K	Sell	25,568 -1,710	-6%	-$43.8K	0.54%	28
2021 Q2	$699K	Buy	27,278 +2	+0%	+$51	0.58%	26
2021 Q1	$700K	Buy	27,276 +4	+0%	+$103	0.65%	23
2020 Q4	$701K	Buy	+27,272	New	+$701K	0.69%	24

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

Sightline Wealth Advisors's SCHO Position: Q2 2026 in Review

Sightline Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 40% in Q2 2026, selling an estimated $464K and leaving 29,359 shares worth $709K. The position accounts for 0.26% of the portfolio, ranked #45.

Sightline Wealth Advisors first reported a position in SCHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Sightline Wealth Advisors held 29,359 shares of Schwab Short-Term US Treasury ETF worth $709K as of Q2 2026.
Sightline Wealth Advisors sold 19,189 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $464K.
Schwab Short-Term US Treasury ETF made up 0.26% of Sightline Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Sightline Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
Sightline Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.44M in Q4 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.