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Strategic Investment Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Strategic Investment Solutions’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 		$1.21K Buy
50
+35
+233% +$846 ﹤0.01% 616
2026
Q1 		$364 Buy
+15
New +$365 ﹤0.01% 626
2024
Q3 		– Sell
-2,000
Closed -$51.3K – 690
2024
Q2 		$51.3K Buy
+2,000
New +$48K 0.02% 178

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

Strategic Investment Solutions's SCHO Position: Q2 2026 in Review

Strategic Investment Solutions increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 233% in Q2 2026, buying an estimated $846 and bringing the position to 50 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Strategic Investment Solutions first reported a position in SCHO in Q2 2024 and has held it in 3 quarters since. The position peaked at $51.3K in Q2 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Strategic Investment Solutions held 50 shares of Schwab Short-Term US Treasury ETF worth $1.21K as of Q2 2026.
  • Strategic Investment Solutions bought 35 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $846.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #616 holding.
  • Strategic Investment Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 3 quarters since.
  • Strategic Investment Solutions's Schwab Short-Term US Treasury ETF position peaked at $51.3K in Q2 2024.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.