Westside Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Westside Investment 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	–	Sell	-302	Closed	-$7.33K	–	1497
2026 Q1	$7.33K	Hold	302	–	–	﹤0.01%	1177
2025 Q4	$7.36K	Hold	302	–	–	﹤0.01%	1165
2025 Q3	$7.37K	Hold	302	–	–	﹤0.01%	1193
2025 Q2	$7.36K	Hold	302	–	–	﹤0.01%	1058
2025 Q1	$7.35K	Hold	302	–	–	﹤0.01%	729
2024 Q4	$7.27K	Hold	302	–	–	﹤0.01%	731
2024 Q3	$7.4K	Hold	302	–	–	﹤0.01%	728
2024 Q2	$7.27K	Hold	302	–	–	﹤0.01%	704
2024 Q1	$7.28K	Hold	302	–	–	﹤0.01%	674
2023 Q4	$7.32K	Hold	302	–	–	﹤0.01%	650
2023 Q3	$7.23K	Hold	302	–	–	﹤0.01%	639
2023 Q2	$7.26K	Hold	302	–	–	﹤0.01%	645
2023 Q1	$7.37K	Hold	302	–	–	﹤0.01%	641
2022 Q4	$7	Hold	302	–	–	﹤0.01%	656
2022 Q3	$7	Hold	302	–	–	﹤0.01%	652
2022 Q2	$7	Hold	302	–	–	﹤0.01%	647
2022 Q1	$7	Hold	302	–	–	﹤0.01%	651
2021 Q4	$7	Hold	302	–	–	﹤0.01%	630
2021 Q3	$7	Hold	302	–	–	﹤0.01%	621
2021 Q2	$7	Hold	302	–	–	﹤0.01%	608
2021 Q1	$7	Buy	+302	New	+$7.75K	﹤0.01%	594

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

Westside Investment Management's SCHO Position: Q2 2026 in Review

Westside Investment Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 302 shares — an estimated $7.33K sold.

Westside Investment Management first reported a position in SCHO in Q1 2021 and held it in 21 quarters. The position peaked at $7.4K in Q3 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Westside Investment Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Westside Investment Management sold 302 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $7.33K.
Westside Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and held it in 21 quarters.
Westside Investment Management's Schwab Short-Term US Treasury ETF position peaked at $7.4K in Q3 2024.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.