SIMA Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SIMA Wealth Partners’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	$2.92M	Sell	120,850 -7,056	-6%	-$171K	2.07%	13
2026 Q1	$3.1M	Sell	127,906 -27,506	-18%	-$670K	2.36%	13
2025 Q4	$3.79M	Buy	155,412 +7,032	+5%	+$171K	2.88%	12
2025 Q3	$3.62M	Sell	148,380 -994	-0.7%	-$24.2K	2.77%	12
2025 Q2	$3.64M	Buy	149,374 +15,237	+11%	+$370K	2.94%	12
2025 Q1	$3.26M	Buy	134,137 +10,974	+9%	+$266K	2.71%	13
2024 Q4	$2.96M	Buy	123,163 +255	+0.2%	+$6.17K	2.52%	13
2024 Q3	$3.01M	Buy	122,908 +7,654	+7%	+$186K	2.61%	13
2024 Q2	$2.77M	Buy	+115,254	New	+$2.76M	2.64%	13

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

SIMA Wealth Partners's SCHO Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.5% in Q2 2026, selling an estimated $171K and leaving 120,850 shares worth $2.92M. The position accounts for 2.07% of the portfolio, ranked #13.

SIMA Wealth Partners first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.79M in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

SIMA Wealth Partners held 120,850 shares of Schwab Short-Term US Treasury ETF worth $2.92M as of Q2 2026.
SIMA Wealth Partners sold 7,056 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $171K.
Schwab Short-Term US Treasury ETF made up 2.07% of SIMA Wealth Partners's portfolio in Q2 2026, its #13 holding.
SIMA Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $3.79M in Q4 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.