Tradition Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Tradition Wealth 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	$509K	Sell	21,069 -483	-2%	-$11.7K	0.03%	307
2026 Q1	$523K	Sell	21,552 -4,505	-17%	-$110K	0.04%	281
2025 Q4	$635K	Sell	26,057 -1,499	-5%	-$36.5K	0.05%	249
2025 Q3	$672K	Sell	27,556 -2,277	-8%	-$55.4K	0.05%	238
2025 Q2	$727K	Buy	29,833 +6,191	+26%	+$150K	0.06%	220
2025 Q1	$575K	Sell	23,642 -4,494	-16%	-$109K	0.05%	228
2024 Q4	$677K	Sell	28,136 -151,924	-84%	-$3.68M	0.06%	204
2024 Q3	$4.41M	Buy	180,060 +6,036	+3%	+$147K	0.39%	63
2024 Q2	$4.19M	Sell	174,024 -296,902	-63%	-$7.12M	0.4%	61
2024 Q1	$11.4M	Buy	470,926 +30,020	+7%	+$725K	1.15%	24
2023 Q4	$10.7M	Buy	440,906 +395,382	+869%	+$9.49M	1.12%	23
2023 Q3	$1.09M	Sell	45,524 -97,774	-68%	-$2.34M	0.13%	117
2023 Q2	$3.44M	Sell	143,298 -172,926	-55%	-$4.19M	0.4%	58
2023 Q1	$7.71M	Buy	316,224 +14,204	+5%	+$344K	0.96%	26
2022 Q4	$7.29M	Buy	302,020 +6,432	+2%	+$155K	1.03%	26
2022 Q3	$7.13M	Buy	295,588 +16,826	+6%	+$412K	1.07%	26
2022 Q2	$6.86M	Buy	278,762 +83,696	+43%	+$2.06M	1%	28
2022 Q1	$4.83M	Buy	195,066 +60,346	+45%	+$1.52M	0.62%	47
2021 Q4	$3.42M	Sell	134,720 -7,294	-5%	-$186K	0.43%	62
2021 Q3	$3.63M	Buy	142,014 +9,804	+7%	+$251K	0.52%	52
2021 Q2	$3.39M	Sell	132,210 -35,556	-21%	-$912K	0.51%	55
2021 Q1	$4.3M	Buy	167,766 +43,574	+35%	+$1.12M	0.74%	42
2020 Q4	$3.19M	Buy	+124,192	New	+$3.19M	0.62%	48

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

Tradition Wealth Management's SCHO Position: Q2 2026 in Review

Tradition Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.2% in Q2 2026, selling an estimated $11.7K and leaving 21,069 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #307.

Tradition Wealth Management first reported a position in SCHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.4M in Q1 2024. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Tradition Wealth Management held 21,069 shares of Schwab Short-Term US Treasury ETF worth $509K as of Q2 2026.
Tradition Wealth Management sold 483 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $11.7K.
Schwab Short-Term US Treasury ETF made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #307 holding.
Tradition Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $11.4M in Q1 2024.
722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.