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Sound Income Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sound Income Strategies’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 		– Sell
-4,017
Closed -$97.2K – 2051
2026
Q1 		$97.2K Buy
4,017
+2,613
+186% +$63.6K ﹤0.01% 612
2025
Q4 		$34.2K Buy
1,404
+7
+0.5% +$171 ﹤0.01% 938
2025
Q3 		$34K Buy
1,397
+216
+18% +$5.26K ﹤0.01% 666
2025
Q2 		$28.8K Buy
1,181
+20
+2% +$486 ﹤0.01% 665
2025
Q1 		$28.3K Sell
1,161
-108
-9% -$2.62K ﹤0.01% 644
2024
Q4 		$30.5K Buy
1,269
+459
+57% +$11.1K ﹤0.01% 588
2024
Q3 		$19.8K Buy
+810
New +$19.7K ﹤0.01% 641
2024
Q2 		– Sell
-754
Closed -$18.2K – 1470
2024
Q1 		$18.2K Buy
754
+226
+43% +$5.46K ﹤0.01% 614
2023
Q4 		$12.8K Sell
528
-4,424
-89% -$106K ﹤0.01% 684
2023
Q3 		$119K Hold
4,952
– – 0.01% 187
2023
Q2 		$119K Hold
4,952
– – 0.01% 194
2023
Q1 		$121K Sell
4,952
-722
-13% -$17.5K 0.01% 180
2022
Q4 		$137K Buy
+5,674
New +$137K 0.02% 165
2022
Q1 		– Sell
-916
Closed -$23K – 931
2021
Q4 		$23K Hold
916
– – ﹤0.01% 343
2021
Q3 		$23K Hold
916
– – ﹤0.01% 323
2021
Q2 		$23K Buy
916
+2
+0.2% +$51 ﹤0.01% 325
2021
Q1 		$23.5K Hold
914
– – ﹤0.01% 332
2020
Q4 		$23K Buy
914
+4
+0.4% +$103 0.01% 297
2020
Q3 		$23K Buy
910
+2
+0.2% +$52 0.01% 275
2020
Q2 		$23K Buy
+908
New +$23.4K 0.01% 253

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Sound Income Strategies's SCHO Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 4,017 shares — an estimated $97.2K sold.

Sound Income Strategies first reported a position in SCHO in Q2 2020 and held it in 20 quarters. The position peaked at $137K in Q4 2022. 595 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 4,017 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $97.2K.
  • Sound Income Strategies first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and held it in 20 quarters.
  • Sound Income Strategies's Schwab Short-Term US Treasury ETF position peaked at $137K in Q4 2022.
  • 595 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.