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SCHO icon

SignatureFD’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SignatureFD’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 		$66.4K Sell
2,751
-137
-5% -$3.31K ﹤0.01% 1709
2026
Q1 		$70.1K Buy
2,888
+2,887
+288,700% +$70.3K ﹤0.01% 1526
2025
Q4 		$25 Hold
1
– – ﹤0.01% 3357
2025
Q3 		$25 Buy
+1
New +$24 ﹤0.01% 3347
2024
Q2 		– Sell
-200
Closed -$4.82K – 3242
2024
Q1 		$4.82K Buy
+200
New +$4.83K ﹤0.01% 2551
2022
Q2 		– Sell
-1,192
Closed -$30K – 3316
2022
Q1 		$30K Buy
+1,192
New +$29.9K ﹤0.01% 1636
2020
Q3 		– Sell
-456
Closed -$12K – 2740
2020
Q2 		$12K Buy
+456
New +$11.8K ﹤0.01% 1510
2020
Q1 		– Sell
-5,112
Closed -$129K – 2426
2019
Q4 		$129K Buy
5,112
+3,400
+199% +$85.9K 0.01% 614
2019
Q3 		$43K Sell
1,712
-11,888
-87% -$301K ﹤0.01% 976
2019
Q2 		$344K Buy
+13,600
New +$342K 0.03% 246
2013
Q4 		– Sell
-482
Closed -$12K – 797
2013
Q3 		$12K Sell
482
-164
-25% -$4.14K 0.01% 389
2013
Q2 		$16K Buy
+646
New +$16.3K 0.01% 282

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

SignatureFD's SCHO Position: Q2 2026 in Review

SignatureFD reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.7% in Q2 2026, selling an estimated $3.31K and leaving 2,751 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

SignatureFD first reported a position in SCHO in Q2 2013 and has held it in 12 quarters since. The position peaked at $344K in Q2 2019. 243 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • SignatureFD held 2,751 shares of Schwab Short-Term US Treasury ETF worth $66.4K as of Q2 2026.
  • SignatureFD sold 137 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.31K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1709 holding.
  • SignatureFD first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and has held it in 12 quarters since.
  • SignatureFD's Schwab Short-Term US Treasury ETF position peaked at $344K in Q2 2019.
  • 243 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.