Transamerica Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Transamerica Financial Advisors’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	$394K	Buy	16,340 +15,170	+1,297%	+$367K	0.03%	318
2026 Q1	$28.4K	Buy	1,170 +252	+27%	+$6.13K	﹤0.01%	743
2025 Q4	$22.4K	Buy	918 +895	+3,891%	+$21.8K	﹤0.01%	694
2025 Q3	$539	Hold	23	–	–	﹤0.01%	1282
2025 Q2	$539	Hold	23	–	–	﹤0.01%	435
2025 Q1	$1K	Hold	23	–	–	﹤0.01%	536
2024 Q4	$1K	Sell	23 -1	-4%	-$24	﹤0.01%	531
2024 Q3	$1K	Hold	24	–	–	﹤0.01%	535
2024 Q2	$1K	Hold	24	–	–	﹤0.01%	509
2024 Q1	$1K	Hold	24	–	–	﹤0.01%	554
2023 Q4	$1K	Hold	24	–	–	﹤0.01%	564
2023 Q3	$1K	Hold	24	–	–	﹤0.01%	585
2023 Q2	$1K	Hold	24	–	–	﹤0.01%	556
2023 Q1	$1K	Hold	24	–	–	﹤0.01%	541
2022 Q4	$1K	Hold	24	–	–	﹤0.01%	624
2022 Q3	$1K	Sell	24 -132	-85%	-$3.23K	﹤0.01%	588
2022 Q2	$4K	Buy	+156	New	+$3.85K	﹤0.01%	356
2020 Q3	–	Sell	-39,202	Closed	-$1.01M	–	418
2020 Q2	$1.01M	Buy	+39,202	New	+$1.01M	0.22%	67
2019 Q3	–	Sell	-23,238	Closed	-$588K	–	445
2019 Q2	$588K	Buy	+23,238	New	+$584K	0.13%	114

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

Transamerica Financial Advisors's SCHO Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1,297% in Q2 2026, buying an estimated $367K and bringing the position to 16,340 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #318.

Transamerica Financial Advisors first reported a position in SCHO in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.01M in Q2 2020. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Transamerica Financial Advisors held 16,340 shares of Schwab Short-Term US Treasury ETF worth $394K as of Q2 2026.
Transamerica Financial Advisors bought 15,170 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $367K.
Schwab Short-Term US Treasury ETF made up 0.03% of Transamerica Financial Advisors's portfolio in Q2 2026, its #318 holding.
Transamerica Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and has held it in 19 quarters since.
Transamerica Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.01M in Q2 2020.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.