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

Synergy 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 		$103K Buy
4,263
+2,955
+226% +$71.4K 0.02% 261
2026
Q1 		$31.7K Buy
+1,308
New +$31.8K 0.01% 336
2025
Q2 		– Sell
-1,308
Closed -$31.8K – 470
2025
Q1 		$31.8K Hold
1,308
– – 0.01% 266
2024
Q4 		$31.5K Buy
+1,308
New +$31.7K 0.01% 277

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

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

Synergy Investment Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 226% in Q2 2026, buying an estimated $71.4K and bringing the position to 4,263 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #261.

Synergy Investment Management first reported a position in SCHO in Q4 2024 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Synergy Investment Management held 4,263 shares of Schwab Short-Term US Treasury ETF worth $103K as of Q2 2026.
  • Synergy Investment Management bought 2,955 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $71.4K.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #261 holding.
  • Synergy Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.