Sigma Planning Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-37,970	Closed	-$917K	–	1431
2026 Q2	$917K	Buy	+37,970	New	+$918K	0.02%	634
2023 Q1	–	Sell	-14,310	Closed	-$345K	–	1349
2022 Q4	$345K	Buy	14,310 +796	+6%	+$19.2K	0.01%	913
2022 Q3	$326K	Buy	+13,514	New	+$331K	0.01%	917
2021 Q1	–	Sell	-10,618	Closed	-$273K	–	1395
2020 Q4	$273K	Buy	10,618 +902	+9%	+$23.2K	0.01%	954
2020 Q3	$250K	Buy	9,716 +260	+3%	+$6.7K	0.01%	860
2020 Q2	$244K	Buy	+9,456	New	+$244K	0.01%	862
2018 Q4	–	Sell	-8,090	Closed	-$201K	–	957
2018 Q3	$201K	Buy	8,090 +10	+0.1%	+$248	0.01%	883
2018 Q2	$201K	Buy	8,080 +8	+0.1%	+$199	0.01%	827
2018 Q1	$201K	Buy	+8,072	New	+$201K	0.01%	780

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Sigma Planning Corp's SCHO Position: Q3 2026 in Review

Sigma Planning Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026, closing a stake of 37,970 shares — an estimated $917K sold.

Sigma Planning Corp first reported a position in SCHO in Q1 2018 and held it in 9 quarters. The position peaked at $917K in Q2 2026. 262 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Sigma Planning Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 37,970 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $917K.
Sigma Planning Corp first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and held it in 9 quarters.
Sigma Planning Corp's Schwab Short-Term US Treasury ETF position peaked at $917K in Q2 2026.
262 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.