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 Q3	$442K	Buy	18,538 +130	+0.7%	+$3.12K	0.21%	57
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

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 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

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Birchbrook's SCHO Position: Q3 2026 in Review

Birchbrook increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.71% in Q3 2026, buying an estimated $3.12K and bringing the position to 18,538 shares worth $442K. The position accounts for 0.21% of the portfolio, ranked #57.

Birchbrook first reported a position in SCHO in Q4 2023 and has held it in 12 quarters since. The position peaked at $887K in Q4 2023. 343 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Birchbrook held 18,538 shares of Schwab Short-Term US Treasury ETF worth $442K as of Q3 2026.
Birchbrook bought 130 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $3.12K.
Schwab Short-Term US Treasury ETF made up 0.21% of Birchbrook's portfolio in Q3 2026, its #57 holding.
Birchbrook first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Schwab Short-Term US Treasury ETF position peaked at $887K in Q4 2023.
343 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.