Sims Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sims Investment Management’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	$11M	Buy	455,538 +32,913	+8%	+$796K	3.4%	8
2026 Q1	$10.3M	Buy	422,625 +11,782	+3%	+$287K	3.77%	8
2025 Q4	$10M	Buy	410,843 +4,905	+1%	+$120K	3.54%	8
2025 Q3	$9.9M	Buy	405,938 +42,267	+12%	+$1.03M	3.58%	8
2025 Q2	$8.87M	Sell	363,671 -23,887	-6%	-$580K	3.57%	8
2025 Q1	$9.43M	Buy	387,558 +34,681	+10%	+$840K	4.22%	6
2024 Q4	$8.49M	Buy	+352,877	New	+$8.54M	4.8%	6

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

Sims Investment Management's SCHO Position: Q2 2026 in Review

Sims Investment Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.8% in Q2 2026, buying an estimated $796K and bringing the position to 455,538 shares worth $11M. The position accounts for 3.4% of the portfolio, ranked #8.

Sims Investment Management first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Sims Investment Management held 455,538 shares of Schwab Short-Term US Treasury ETF worth $11M as of Q2 2026.
Sims Investment Management bought 32,913 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $796K.
Schwab Short-Term US Treasury ETF made up 3.4% of Sims Investment Management's portfolio in Q2 2026, its #8 holding.
Sims Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.