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

Simplicity Wealth’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 		$739K Buy
30,616
+2,472
+9% +$59.8K 0.02% 518
2026
Q1 		$683K Sell
28,144
-6,775
-19% -$165K 0.04% 378
2025
Q4 		$851K Buy
34,919
+1,960
+6% +$47.8K 0.05% 314
2025
Q3 		$804K Buy
+32,959
New +$802K 0.05% 342
2024
Q3 		– Sell
-179,948
Closed -$4.33M – 1070
2024
Q2 		$4.33M Sell
179,948
-29,322
-14% -$703K 0.1% 205
2024
Q1 		$5.04M Buy
+209,270
New +$5.05M 0.12% 170

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

Simplicity Wealth's SCHO Position: Q2 2026 in Review

Simplicity Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.8% in Q2 2026, buying an estimated $59.8K and bringing the position to 30,616 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #518.

Simplicity Wealth first reported a position in SCHO in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.04M in Q1 2024. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Simplicity Wealth held 30,616 shares of Schwab Short-Term US Treasury ETF worth $739K as of Q2 2026.
  • Simplicity Wealth bought 2,472 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $59.8K.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #518 holding.
  • Simplicity Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Schwab Short-Term US Treasury ETF position peaked at $5.04M in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.