Twin Peaks Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-150
Closed -$3.64K 1829
2026
Q1
$3.64K Buy
+150
New +$3.65K ﹤0.01% 1507
2025
Q3
Sell
-150
Closed -$3.65K 1737
2025
Q2
$3.65K Buy
+150
New +$3.65K ﹤0.01% 1442

Other funds holding SCHO

Twin Peaks Wealth Advisors's SCHO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 150 shares — an estimated $3.64K sold.

Twin Peaks Wealth Advisors first reported a position in SCHO in Q2 2025 and held it in 2 quarters. The position peaked at $3.65K in Q2 2025. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 150 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.64K.
  • Twin Peaks Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.65K in Q2 2025.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.