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

Blossom 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 		$468K Sell
19,403
-1,526
-7% -$36.9K 0.66% 44
2026
Q1 		$508K Buy
20,929
+643
+3% +$15.7K 0.75% 41
2025
Q4 		$494K Sell
20,286
-2,106
-9% -$51.3K 0.82% 40
2025
Q3 		$546K Buy
22,392
+1,055
+5% +$25.7K 0.88% 35
2025
Q2 		$520K Buy
21,337
+853
+4% +$20.7K 0.92% 32
2025
Q1 		$499K Buy
20,484
+2,802
+16% +$67.8K 1% 32
2024
Q4 		$425K Sell
17,682
-6,588
-27% -$160K 0.82% 39
2024
Q3 		$594K Buy
24,270
+762
+3% +$18.5K 1.2% 26
2024
Q2 		$566K Buy
23,508
+1,034
+5% +$24.8K 1.23% 22
2024
Q1 		$542K Buy
22,474
+168
+0.8% +$4.06K 1.3% 23
2023
Q4 		$540K Sell
22,306
-1,516
-6% -$36.4K 1.46% 23
2023
Q3 		$570K Buy
23,822
+162
+0.7% +$3.88K 1.83% 18
2023
Q2 		$569K Buy
23,660
+2,288
+11% +$55.5K 2.08% 16
2023
Q1 		$521K Sell
21,372
-1,218
-5% -$29.5K 2.12% 16
2022
Q4 		$545K Buy
22,590
+1,580
+8% +$38.1K 2.63% 14
2022
Q3 		$507K Sell
21,010
-1,082
-5% -$26.5K 2.85% 11
2022
Q2 		$543K Buy
22,092
+674
+3% +$16.6K 2.75% 9
2022
Q1 		$531K Buy
21,418
+1,470
+7% +$36.9K 2.39% 12
2021
Q4 		$507K Sell
19,948
-6,222
-24% -$159K 2.5% 13
2021
Q3 		$670K Sell
26,170
-1,266
-5% -$32.4K 3.98% 9
2021
Q2 		$703K Sell
27,436
-338
-1% -$8.67K 5.29% 5
2021
Q1 		$713K Sell
27,774
-1,116
-4% -$28.7K 8.29% 5
2020
Q4 		$742K Buy
+28,890
New +$743K 16.59% 1

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Blossom Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.3% in Q2 2026, selling an estimated $36.9K and leaving 19,403 shares worth $468K. The position accounts for 0.66% of the portfolio, ranked #44.

Blossom Wealth Management first reported a position in SCHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $742K in Q4 2020. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Blossom Wealth Management held 19,403 shares of Schwab Short-Term US Treasury ETF worth $468K as of Q2 2026.
  • Blossom Wealth Management sold 1,526 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $36.9K.
  • Schwab Short-Term US Treasury ETF made up 0.66% of Blossom Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Blossom Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • Blossom Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $742K in Q4 2020.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.