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

Strategic Wealth Partners’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	$60.2K	Hold	2,493	–	–	﹤0.01%	493
2026 Q1	$60.5K	Sell	2,493 -1,750	-41%	-$42.6K	﹤0.01%	478
2025 Q4	$103K	Hold	4,243	–	–	0.01%	398
2025 Q3	$104K	Hold	4,243	–	–	0.01%	431
2025 Q2	$103K	Buy	+4,243	New	+$103K	0.01%	387
2018 Q3	–	Sell	-18	Closed	–	–	689
2018 Q2	$0	Buy	+18	New	+$447	﹤0.01%	818

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

Strategic Wealth Partners's SCHO Position: Q2 2026 in Review

Strategic Wealth Partners held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 2,493 shares worth $60.2K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Strategic Wealth Partners first reported a position in SCHO in Q2 2018 and has held it in 6 quarters since. The position peaked at $104K in Q3 2025. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Strategic Wealth Partners held 2,493 shares of Schwab Short-Term US Treasury ETF worth $60.2K as of Q2 2026.
Strategic Wealth Partners left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #493 holding.
Strategic Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and has held it in 6 quarters since.
Strategic Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $104K in Q3 2025.
722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.