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

Vista Cima 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	$829K	Sell	34,346 -799	-2%	-$19.3K	0.62%	34
2026 Q1	$853K	Sell	35,145 -8,027	-19%	-$195K	0.84%	28
2025 Q4	$1.05M	Buy	43,172 +283	+0.7%	+$6.9K	0.88%	25
2025 Q3	$1.05M	Buy	42,889 +2,084	+5%	+$50.7K	0.87%	23
2025 Q2	$995K	Buy	40,805 +422	+1%	+$10.3K	0.93%	25
2025 Q1	$983K	Buy	40,383 +3,321	+9%	+$80.4K	1.06%	24
2024 Q4	$892K	Buy	+37,062	New	+$897K	0.93%	25

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

Vista Cima Wealth Management's SCHO Position: Q2 2026 in Review

Vista Cima Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.3% in Q2 2026, selling an estimated $19.3K and leaving 34,346 shares worth $829K. The position accounts for 0.62% of the portfolio, ranked #34.

Vista Cima Wealth Management first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Vista Cima Wealth Management held 34,346 shares of Schwab Short-Term US Treasury ETF worth $829K as of Q2 2026.
Vista Cima Wealth Management sold 799 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $19.3K.
Schwab Short-Term US Treasury ETF made up 0.62% of Vista Cima Wealth Management's portfolio in Q2 2026, its #34 holding.
Vista Cima Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Vista Cima Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.05M in Q4 2025.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.