Stance Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Stance Capital’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	-2,934	Closed	-$71.2K	–	406
2026 Q1	$71.2K	Buy	+2,934	New	+$71.4K	0.03%	114
2025 Q4	–	Sell	-2,754	Closed	-$67.2K	–	270
2025 Q3	$67.2K	Buy	+2,754	New	+$67K	0.02%	155

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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return

Stance Capital's SCHO Position: Q2 2026 in Review

Stance Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 2,934 shares — an estimated $71.2K sold.

Stance Capital first reported a position in SCHO in Q3 2025 and held it in 2 quarters. The position peaked at $71.2K in Q1 2026. 723 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Stance Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Stance Capital sold 2,934 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $71.2K.
Stance Capital first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and held it in 2 quarters.
Stance Capital's Schwab Short-Term US Treasury ETF position peaked at $71.2K in Q1 2026.
723 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.