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

Accurate 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	–	Sell	-25,602	Closed	-$620K	–	604
2026 Q1	$620K	Sell	25,602 -11,710	-31%	-$285K	0.07%	269
2025 Q4	$909K	Sell	37,312 -44	-0.1%	-$1.07K	0.12%	191
2025 Q3	$912K	Sell	37,356 -351	-0.9%	-$8.54K	0.12%	180
2025 Q2	$915K	Buy	37,707 +13,287	+54%	+$323K	0.14%	162
2025 Q1	$592K	Buy	+24,420	New	+$591K	0.11%	183
2023 Q4	–	Sell	-9,306	Closed	-$222K	–	288
2023 Q3	$222K	Sell	9,306 -9,314	-50%	-$223K	0.07%	240
2023 Q2	$448K	Sell	18,620 -22	-0.1%	-$533	0.14%	148
2023 Q1	$454K	Sell	18,642 -9,428	-34%	-$228K	0.16%	143
2022 Q4	$680K	Buy	+28,070	New	+$677K	0.25%	78

Other funds holding SCHO

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

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Accurate Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 25,602 shares — an estimated $620K sold.

Accurate Wealth Management first reported a position in SCHO in Q4 2022 and held it in 9 quarters. The position peaked at $915K in Q2 2025. 289 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Accurate Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Accurate Wealth Management sold 25,602 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $620K.
Accurate Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 9 quarters.
Accurate Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $915K in Q2 2025.
289 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.