Signature Estate & Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Signature Estate & Investment 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	$892K	Buy	36,964 +22,055	+148%	+$533K	0.02%	295
2026 Q1	$362K	Buy	14,909 +89	+0.6%	+$2.17K	0.01%	496
2025 Q4	$361K	Hold	14,820	–	–	0.01%	466
2025 Q3	$362K	Buy	14,820 +3,006	+25%	+$73.1K	0.01%	447
2025 Q2	$288K	Sell	11,814 -15,784	-57%	-$384K	0.01%	474
2025 Q1	$672K	Sell	27,598 -34,958	-56%	-$846K	0.02%	281
2024 Q4	$1.51M	Sell	62,556 -3,188	-5%	-$77.2K	0.04%	172
2024 Q3	$1.61M	Sell	65,744 -904	-1%	-$22K	0.04%	156
2024 Q2	$1.6M	Buy	+66,648	New	+$1.6M	0.04%	151

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Signature Estate & Investment Advisors's SCHO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 148% in Q2 2026, buying an estimated $533K and bringing the position to 36,964 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #295.

Signature Estate & Investment Advisors first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.61M in Q3 2024. 492 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Signature Estate & Investment Advisors held 36,964 shares of Schwab Short-Term US Treasury ETF worth $892K as of Q2 2026.
Signature Estate & Investment Advisors bought 22,055 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $533K.
Schwab Short-Term US Treasury ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #295 holding.
Signature Estate & Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.61M in Q3 2024.
492 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.