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

Twin Peaks Wealth 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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Twin Peaks Wealth Advisors's SCHO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 150 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SCHO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SCHO in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.65K in Q2 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Twin Peaks Wealth Advisors held 150 shares of Schwab Short-Term US Treasury ETF worth $3.64K as of Q1 2026.
Schwab Short-Term US Treasury ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1507 holding.
Twin Peaks Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.65K in Q2 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.