Silver Oak Securities’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Silver Oak Securities’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	$505K	Sell	20,903 -7,996	-28%	-$193K	0.03%	468
2026 Q1	$701K	Sell	28,899 -564	-2%	-$13.7K	0.05%	345
2025 Q4	$718K	Buy	29,463 +15,828	+116%	+$386K	0.05%	363
2025 Q3	$333K	Sell	13,635 -73,369	-84%	-$1.79M	0.02%	552
2025 Q2	$2.12M	Buy	87,004 +5,646	+7%	+$137K	0.17%	133
2025 Q1	$1.98M	Sell	81,358 -14,694	-15%	-$356K	0.18%	127
2024 Q4	$2.32M	Buy	96,052 +1,250	+1%	+$30.3K	0.22%	105
2024 Q3	$2.33M	Buy	94,802 +89,302	+1,624%	+$2.17M	0.25%	92
2024 Q2	$132K	Sell	5,500 -1,028	-16%	-$24.7K	0.02%	416
2024 Q1	$157K	Sell	6,528 -59,464	-90%	-$1.44M	0.02%	404
2023 Q4	$1.6M	Buy	+65,992	New	+$1.58M	0.21%	106
2023 Q3	–	Sell	-11,614	Closed	-$279K	–	493
2023 Q2	$279K	Buy	+11,614	New	+$282K	0.04%	361

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

Silver Oak Securities's SCHO Position: Q2 2026 in Review

Silver Oak Securities reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 28% in Q2 2026, selling an estimated $193K and leaving 20,903 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #468.

Silver Oak Securities first reported a position in SCHO in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.33M in Q3 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Silver Oak Securities held 20,903 shares of Schwab Short-Term US Treasury ETF worth $505K as of Q2 2026.
Silver Oak Securities sold 7,996 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $193K.
Schwab Short-Term US Treasury ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #468 holding.
Silver Oak Securities first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Silver Oak Securities's Schwab Short-Term US Treasury ETF position peaked at $2.33M in Q3 2024.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.