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

White Lighthouse 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	$205K	Hold	8,510	–	–	0.03%	150
2026 Q1	$207K	Buy	8,510 +250	+3%	+$6.09K	0.03%	144
2025 Q4	$201K	Hold	8,260	–	–	0.03%	148
2025 Q3	$202K	Sell	8,260 -410	-5%	-$9.98K	0.03%	137
2025 Q2	$211K	Hold	8,670	–	–	0.03%	134
2025 Q1	$211K	Hold	8,670	–	–	0.04%	131
2024 Q4	$209K	Sell	8,670 -1,600	-16%	-$38.7K	0.04%	131
2024 Q3	$252K	Sell	10,270 -650	-6%	-$15.8K	0.05%	119
2024 Q2	$263K	Sell	10,920 -1,600	-13%	-$38.4K	0.05%	110
2024 Q1	$302K	Hold	12,520	–	–	0.06%	104
2023 Q4	$303K	Sell	12,520 -2,750	-18%	-$66K	0.07%	103
2023 Q3	$366K	Sell	15,270 -16,300	-52%	-$391K	0.09%	92
2023 Q2	$759K	Hold	31,570	–	–	0.18%	70
2023 Q1	$770K	Sell	31,570 -3,330	-10%	-$80.6K	0.19%	68
2022 Q4	$842K	Buy	+34,900	New	+$841K	0.23%	66
2020 Q3	–	Sell	-9,382	Closed	-$242K	–	114
2020 Q2	$242K	Sell	9,382 -2,240	-19%	-$57.8K	0.09%	108
2020 Q1	$301K	Buy	11,622 +2,892	+33%	+$73.7K	0.13%	95
2019 Q4	$220K	Sell	8,730 -2,420	-22%	-$61.1K	0.08%	125
2019 Q3	$282K	Sell	11,150 -580	-5%	-$14.7K	0.11%	112
2019 Q2	$297K	Buy	11,730 +2,600	+28%	+$65.3K	0.12%	103
2019 Q1	$229K	Buy	+9,130	New	+$228K	0.11%	109

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

White Lighthouse Investment Management's SCHO Position: Q2 2026 in Review

White Lighthouse Investment Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 8,510 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #150.

White Lighthouse Investment Management first reported a position in SCHO in Q1 2019 and has held it in 21 quarters since. The position peaked at $842K in Q4 2022. 493 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

White Lighthouse Investment Management held 8,510 shares of Schwab Short-Term US Treasury ETF worth $205K as of Q2 2026.
White Lighthouse Investment Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.03% of White Lighthouse Investment Management's portfolio in Q2 2026, its #150 holding.
White Lighthouse Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 21 quarters since.
White Lighthouse Investment Management's Schwab Short-Term US Treasury ETF position peaked at $842K in Q4 2022.
493 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.