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

Alteri Wealth’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 		$1.18M Buy
48,749
+2,694
+6% +$65.1K 0.33% 73
2026
Q1 		$1.12M Sell
46,055
-6,349
-12% -$155K 0.36% 63
2025
Q4 		$1.28M Buy
52,404
+1,605
+3% +$39.1K 0.41% 51
2025
Q3 		$1.24M Buy
50,799
+4,949
+11% +$120K 0.43% 51
2025
Q2 		$1.12M Buy
45,850
+3,770
+9% +$91.6K 0.43% 49
2025
Q1 		$1.02M Buy
42,080
+11,309
+37% +$274K 0.45% 56
2024
Q4 		$740K Buy
+30,771
New +$745K 0.2% 73

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
LA
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

Alteri Wealth's SCHO Position: Q2 2026 in Review

Alteri Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.8% in Q2 2026, buying an estimated $65.1K and bringing the position to 48,749 shares worth $1.18M. The position accounts for 0.33% of the portfolio, ranked #73.

Alteri Wealth first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2025. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Alteri Wealth held 48,749 shares of Schwab Short-Term US Treasury ETF worth $1.18M as of Q2 2026.
  • Alteri Wealth bought 2,694 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $65.1K.
  • Schwab Short-Term US Treasury ETF made up 0.33% of Alteri Wealth's portfolio in Q2 2026, its #73 holding.
  • Alteri Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Schwab Short-Term US Treasury ETF position peaked at $1.28M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.