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

Birchbrook’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 		$444K Buy
18,408
+448
+2% +$10.8K 0.21% 60
2026
Q1 		$436K Sell
17,960
-32
-0.2% -$779 0.21% 57
2025
Q4 		$438K Buy
17,992
+536
+3% +$13.1K 0.22% 57
2025
Q3 		$426K Sell
17,456
-766
-4% -$18.6K 0.22% 56
2025
Q2 		$444K Sell
18,222
-5,869
-24% -$143K 0.24% 55
2025
Q1 		$586K Sell
24,091
-8,591
-26% -$208K 0.33% 47
2024
Q4 		$786K Sell
32,682
-1,296
-4% -$31.4K 0.45% 41
2024
Q3 		$832K Sell
33,978
-1,084
-3% -$26.3K 0.46% 43
2024
Q2 		$844K Buy
35,062
+1,286
+4% +$30.8K 0.51% 37
2024
Q1 		$814K Sell
33,776
-2,840
-8% -$68.6K 0.48% 40
2023
Q4 		$887K Buy
+36,616
New +$879K 0.58% 38

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

Birchbrook's SCHO Position: Q2 2026 in Review

Birchbrook increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.5% in Q2 2026, buying an estimated $10.8K and bringing the position to 18,408 shares worth $444K. The position accounts for 0.21% of the portfolio, ranked #60.

Birchbrook first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $887K in Q4 2023. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Birchbrook held 18,408 shares of Schwab Short-Term US Treasury ETF worth $444K as of Q2 2026.
  • Birchbrook bought 448 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $10.8K.
  • Schwab Short-Term US Treasury ETF made up 0.21% of Birchbrook's portfolio in Q2 2026, its #60 holding.
  • Birchbrook first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Schwab Short-Term US Treasury ETF position peaked at $887K in Q4 2023.
  • 354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.