Align Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Align Financial’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 Q3	$648K	Buy	+27,166	New	+$653K	0.31%	37

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Align Financial's SCHO Position: Q3 2026 in Review

Align Financial opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026: 27,166 shares worth $648K. The stake represents 0.31% of the portfolio and ranks #37 among its holdings.

135 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Align Financial held 27,166 shares of Schwab Short-Term US Treasury ETF worth $648K as of Q3 2026.
Schwab Short-Term US Treasury ETF was a new Align Financial position in Q3 2026.
Schwab Short-Term US Treasury ETF made up 0.31% of Align Financial's portfolio in Q3 2026, its #37 holding.
135 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.