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Signet Investment Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Signet Investment Advisory Group’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 		$406K Sell
16,807
-1,024
-6% -$24.8K 0.18% 58
2026
Q1 		$433K Buy
17,831
+225
+1% +$5.48K 0.2% 57
2025
Q4 		$429K Buy
17,606
+259
+1% +$6.32K 0.2% 59
2025
Q3 		$423K Sell
17,347
-1,070
-6% -$26K 0.2% 60
2025
Q2 		$449K Buy
18,417
+325
+2% +$7.9K 0.23% 56
2025
Q1 		$440K Buy
18,092
+140
+0.8% +$3.39K 0.22% 57
2024
Q4 		$432K Buy
17,952
+140
+0.8% +$3.39K 0.22% 61
2024
Q3 		$436K Sell
17,812
-1,500
-8% -$36.5K 0.22% 60
2024
Q2 		$465K Buy
19,312
+370
+2% +$8.87K 0.25% 60
2024
Q1 		$457K Buy
18,942
+874
+5% +$21.1K 0.25% 58
2023
Q4 		$438K Sell
18,068
-1,650
-8% -$39.6K 0.26% 57
2023
Q3 		$472K Sell
19,718
-382
-2% -$9.16K 0.31% 57
2023
Q2 		$483K Sell
20,100
-1,282
-6% -$31.1K 0.32% 57
2023
Q1 		$522K Sell
21,382
-4,476
-17% -$108K 0.36% 57
2022
Q4 		$624K Sell
25,858
-144
-0.6% -$3.47K 0.44% 54
2022
Q3 		$627K Buy
26,002
+42
+0.2% +$1.03K 0.49% 57
2022
Q2 		$638K Buy
25,960
+2,500
+11% +$61.6K 0.44% 58
2022
Q1 		$581K Buy
23,460
+3,338
+17% +$83.8K 0.35% 61
2021
Q4 		$512K Sell
20,122
-400
-2% -$10.2K 0.29% 66
2021
Q3 		$525K Buy
20,522
+3,556
+21% +$91.1K 0.33% 65
2021
Q2 		$434K Buy
+16,966
New +$435K 0.28% 74
2021
Q1 		– Sell
-3,404
Closed -$87K – 167
2020
Q4 		$87K Buy
+3,404
New +$87.5K 0.07% 96

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Signet Investment Advisory Group's SCHO Position: Q2 2026 in Review

Signet Investment Advisory Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.7% in Q2 2026, selling an estimated $24.8K and leaving 16,807 shares worth $406K. The position accounts for 0.18% of the portfolio, ranked #58.

Signet Investment Advisory Group first reported a position in SCHO in Q4 2020 and has held it in 22 quarters since. The position peaked at $638K in Q2 2022. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Signet Investment Advisory Group held 16,807 shares of Schwab Short-Term US Treasury ETF worth $406K as of Q2 2026.
  • Signet Investment Advisory Group sold 1,024 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $24.8K.
  • Schwab Short-Term US Treasury ETF made up 0.18% of Signet Investment Advisory Group's portfolio in Q2 2026, its #58 holding.
  • Signet Investment Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 22 quarters since.
  • Signet Investment Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $638K in Q2 2022.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Signet Investment Advisory Group's 13F filing for Q2 2026, filed 30 Jul 2026.