VSM Wealth Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

VSM Wealth Advisory’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	$495K	Sell	20,493 -1,751	-8%	-$42.3K	0.13%	68
2026 Q1	$540K	Buy	22,244 +1	+0%	+$24	0.16%	56
2025 Q4	$542K	Sell	22,243 -2,975	-12%	-$72.5K	0.16%	55
2025 Q3	$615K	Sell	25,218 -1,129	-4%	-$27.5K	0.19%	47
2025 Q2	$642K	Sell	26,347 -1,705	-6%	-$41.4K	0.21%	48
2025 Q1	$683K	Sell	28,052 -3,321	-11%	-$80.4K	0.25%	44
2024 Q4	$755K	Buy	+31,373	New	+$760K	0.27%	42

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

VSM Wealth Advisory's SCHO Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.9% in Q2 2026, selling an estimated $42.3K and leaving 20,493 shares worth $495K. The position accounts for 0.13% of the portfolio, ranked #68.

VSM Wealth Advisory first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $755K in Q4 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

VSM Wealth Advisory held 20,493 shares of Schwab Short-Term US Treasury ETF worth $495K as of Q2 2026.
VSM Wealth Advisory sold 1,751 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $42.3K.
Schwab Short-Term US Treasury ETF made up 0.13% of VSM Wealth Advisory's portfolio in Q2 2026, its #68 holding.
VSM Wealth Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Schwab Short-Term US Treasury ETF position peaked at $755K in Q4 2024.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.