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

Walkner Condon 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	$1.8M	Sell	74,570 -2,322	-3%	-$56.1K	0.21%	86
2026 Q1	$1.87M	Buy	76,892 +1,775	+2%	+$43.2K	0.25%	81
2025 Q4	$1.83M	Buy	75,117 +923	+1%	+$22.5K	0.25%	80
2025 Q3	$1.81M	Sell	74,194 -8,063	-10%	-$196K	0.29%	73
2025 Q2	$2.01M	Sell	82,257 -37,209	-31%	-$904K	0.37%	64
2025 Q1	$2.91M	Sell	119,466 -7,531	-6%	-$182K	0.59%	42
2024 Q4	$3.06M	Buy	126,997 +29,959	+31%	+$725K	0.62%	44
2024 Q3	$2.38M	Buy	97,038 +12,306	+15%	+$299K	0.48%	51
2024 Q2	$2.04M	Sell	84,732 -2,260	-3%	-$54.2K	0.44%	57
2024 Q1	$2.1M	Sell	86,992 -9,802	-10%	-$237K	0.44%	57
2023 Q4	$2.34M	Sell	96,794 -3,896	-4%	-$93.6K	0.53%	51
2023 Q3	$2.41M	Buy	100,690 +38,170	+61%	+$915K	0.64%	42
2023 Q2	$1.5M	Buy	62,520 +4,220	+7%	+$102K	0.4%	63
2023 Q1	$1.42M	Buy	58,300 +5,920	+11%	+$143K	0.4%	60
2022 Q4	$1.26M	Buy	+52,380	New	+$1.26M	0.38%	61

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

Walkner Condon Financial Advisors's SCHO Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3% in Q2 2026, selling an estimated $56.1K and leaving 74,570 shares worth $1.8M. The position accounts for 0.21% of the portfolio, ranked #86.

Walkner Condon Financial Advisors first reported a position in SCHO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.06M in Q4 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Walkner Condon Financial Advisors held 74,570 shares of Schwab Short-Term US Treasury ETF worth $1.8M as of Q2 2026.
Walkner Condon Financial Advisors sold 2,322 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $56.1K.
Schwab Short-Term US Treasury ETF made up 0.21% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #86 holding.
Walkner Condon Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Walkner Condon Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.06M in Q4 2024.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.