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

Western 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	$1.36M	Sell	56,491 -7,431	-12%	-$180K	0.04%	388
2026 Q1	$1.55M	Buy	63,922 +34,676	+119%	+$844K	0.06%	327
2025 Q4	$713K	Sell	29,246 -483	-2%	-$11.8K	0.03%	432
2025 Q3	$725K	Buy	29,729 +4,827	+19%	+$117K	0.04%	369
2025 Q2	$607K	Sell	24,902 -273	-1%	-$6.63K	0.04%	372
2025 Q1	$613K	Sell	25,175 -16,875	-40%	-$409K	0.04%	341
2024 Q4	$1.01M	Sell	42,050 -6,444	-13%	-$156K	0.05%	313
2024 Q3	$1.19M	Buy	48,494 +25,884	+114%	+$629K	0.07%	284
2024 Q2	$544K	Buy	22,610 +2,246	+11%	+$53.9K	0.04%	349
2024 Q1	$491K	Sell	20,364 -32,096	-61%	-$775K	0.04%	366
2023 Q4	$1.27M	Buy	52,460 +21,440	+69%	+$515K	0.09%	230
2023 Q3	$743K	Buy	31,020 +4,658	+18%	+$112K	0.06%	308
2023 Q2	$633K	Buy	26,362 +10,140	+63%	+$246K	0.05%	330
2023 Q1	$396K	Buy	+16,222	New	+$393K	0.04%	435
2022 Q4	–	Sell	-14,428	Closed	-$348K	–	767
2022 Q3	$348K	Sell	14,428 -556	-4%	-$13.6K	0.02%	591
2022 Q2	$367K	Sell	14,984 -396	-3%	-$9.76K	0.02%	552
2022 Q1	$381K	Buy	+15,380	New	+$386K	0.02%	606
2020 Q2	–	Sell	-8,284	Closed	-$214K	–	446
2020 Q1	$214K	Sell	8,284 -270	-3%	-$6.88K	0.05%	327
2019 Q4	$216K	Sell	8,554 -600	-7%	-$15.2K	0.03%	379
2019 Q3	$232K	Hold	9,154	–	–	0.05%	350
2019 Q2	$232K	Hold	9,154	–	–	0.03%	356
2019 Q1	$231K	Hold	9,154	–	–	0.05%	339
2018 Q4	$228K	Buy	+9,154	New	+$227K	0.06%	301

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

Western Wealth Management's SCHO Position: Q2 2026 in Review

Western Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 12% in Q2 2026, selling an estimated $180K and leaving 56,491 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #388.

Western Wealth Management first reported a position in SCHO in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.55M in Q1 2026. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Western Wealth Management held 56,491 shares of Schwab Short-Term US Treasury ETF worth $1.36M as of Q2 2026.
Western Wealth Management sold 7,431 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $180K.
Schwab Short-Term US Treasury ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #388 holding.
Western Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 23 quarters since.
Western Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.55M in Q1 2026.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.