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 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

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

Sigma Planning Corp's SCHO Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 37,970 shares worth $917K. The stake represents 0.02% of the portfolio and ranks #634 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in SCHO as recently as Q4 2022.

Sigma Planning Corp first reported a position in SCHO in Q1 2018 and has held it in 9 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Sigma Planning Corp held 37,970 shares of Schwab Short-Term US Treasury ETF worth $917K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Sigma Planning Corp position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #634 holding.
Sigma Planning Corp first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 9 quarters since.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.