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

Axxcess 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 		$620K Buy
+25,684
New +$621K 0.01% 652
2026
Q1 		– Sell
-13,011
Closed -$317K – 883
2025
Q4 		$317K Sell
13,011
-3,506
-21% -$85.5K 0.01% 830
2025
Q3 		$403K Sell
16,517
-6,091
-27% -$148K 0.01% 680
2025
Q2 		$551K Buy
+22,608
New +$549K 0.01% 565
2025
Q1 		– Sell
-14,960
Closed -$360K – 920
2024
Q4 		$360K Sell
14,960
-2,150
-13% -$52.1K 0.01% 624
2024
Q3 		$419K Sell
17,110
-800
-4% -$19.4K 0.01% 591
2024
Q2 		$431K Sell
17,910
-768
-4% -$18.4K 0.01% 557
2024
Q1 		$450K Sell
18,678
-1,662
-8% -$40.1K 0.01% 561
2023
Q4 		$493K Sell
20,340
-326
-2% -$7.83K 0.01% 514
2023
Q3 		$495K Buy
+20,666
New +$495K 0.02% 476

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
MT
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
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

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

Axxcess Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 25,684 shares worth $620K. The stake represents 0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SCHO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SCHO in Q3 2023 and has held it in 10 quarters since. 457 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Axxcess Wealth Management held 25,684 shares of Schwab Short-Term US Treasury ETF worth $620K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #652 holding.
  • Axxcess Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and has held it in 10 quarters since.
  • 457 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.