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

Beaird Harris 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	$20K	Hold	828	–	–	﹤0.01%	338
2026 Q1	$20.1K	Hold	828	–	–	﹤0.01%	314
2025 Q4	$20.2K	Hold	828	–	–	﹤0.01%	337
2025 Q3	$20.2K	Hold	828	–	–	﹤0.01%	332
2025 Q2	$20.2K	Hold	828	–	–	﹤0.01%	329
2025 Q1	$20.2K	Sell	828 -40	-5%	-$969	﹤0.01%	310
2024 Q4	$20.9K	Sell	868 -34	-4%	-$823	﹤0.01%	303
2024 Q3	$22.1K	Hold	902	–	–	﹤0.01%	284
2024 Q2	$21.7K	Hold	902	–	–	﹤0.01%	296
2024 Q1	$21.7K	Hold	902	–	–	﹤0.01%	272
2023 Q4	$21.9K	Hold	902	–	–	﹤0.01%	251
2023 Q3	$21.6K	Hold	902	–	–	﹤0.01%	232
2023 Q2	$21.7K	Sell	902 -3,542	-80%	-$85.9K	﹤0.01%	223
2023 Q1	$108K	Buy	4,444 +304	+7%	+$7.36K	0.02%	123
2022 Q4	$99.9K	Buy	4,140 +12	+0.3%	+$289	0.02%	133
2022 Q3	$100K	Buy	4,128 +124	+3%	+$3.03K	0.02%	114
2022 Q2	$98K	Sell	4,004 -34	-0.8%	-$838	0.03%	99
2022 Q1	$100K	Buy	4,038 +116	+3%	+$2.91K	0.04%	131
2021 Q4	$100K	Buy	+3,922	New	+$100K	0.04%	166

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Beaird Harris Wealth Management's SCHO Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 828 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Beaird Harris Wealth Management first reported a position in SCHO in Q4 2021 and has held it in 19 quarters since. The position peaked at $108K in Q1 2023. 156 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Beaird Harris Wealth Management held 828 shares of Schwab Short-Term US Treasury ETF worth $20K as of Q2 2026.
Beaird Harris Wealth Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #338 holding.
Beaird Harris Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $108K in Q1 2023.
156 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.