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Brandywine Oak Private Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Brandywine Oak Private Wealth’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 		$19.5M Buy
809,728
+56,152
+7% +$1.36M 1.48% 13
2026
Q1 		$18.3M Sell
753,576
-155
-0% -$3.77K 1.54% 15
2025
Q4 		$18.4M Sell
753,731
-173
-0% -$4.22K 1.54% 14
2025
Q3 		$18.4M Sell
753,904
-642,224
-46% -$15.6M 1.6% 14
2025
Q2 		$34M Buy
1,396,128
+21,567
+2% +$524K 3.15% 7
2025
Q1 		$33.5M Sell
1,374,561
-17,139
-1% -$415K 3.28% 7
2024
Q4 		$33.5M Sell
1,391,700
-39,696
-3% -$961K 3.27% 8
2024
Q3 		$35.1M Sell
1,431,396
-5,342
-0.4% -$130K 3.39% 7
2024
Q2 		$34.6M Buy
1,436,738
+72,166
+5% +$1.73M 3.55% 7
2024
Q1 		$32.9M Sell
1,364,572
-14,190
-1% -$343K 3.43% 7
2023
Q4 		$33.4M Sell
1,378,762
-8,106
-0.6% -$195K 3.71% 7
2023
Q3 		$33.2M Sell
1,386,868
-385,202
-22% -$9.23M 3.9% 7
2023
Q2 		$42.6M Buy
1,772,070
+50,804
+3% +$1.23M 4.77% 5
2023
Q1 		$42M Sell
1,721,266
-275,708
-14% -$6.68M 4.9% 5
2022
Q4 		$48.2M Buy
1,996,974
+373,032
+23% +$8.99M 5.99% 5
2022
Q3 		$39.2M Buy
1,623,942
+237,446
+17% +$5.81M 5.32% 6
2022
Q2 		$34.1M Sell
1,386,496
-122,628
-8% -$3.02M 4.36% 6
2022
Q1 		$37.4M Sell
1,509,124
-26,756
-2% -$672K 4.28% 4
2021
Q4 		$39.6M Buy
1,535,880
+11,290
+0.7% +$288K 4.33% 5
2021
Q3 		$39M Buy
1,524,590
+25,240
+2% +$647K 4.53% 5
2021
Q2 		$38.4M Buy
1,499,350
+160,080
+12% +$4.1M 4.48% 4
2021
Q1 		$34.4M Sell
1,339,270
-92,082
-6% -$2.36M 5.06% 4
2020
Q4 		$36.8M Sell
1,431,352
-167,754
-10% -$4.31M 5.61% 2
2020
Q3 		$41.2M Buy
1,599,106
+143,190
+10% +$3.69M 6.88% 2
2020
Q2 		$37.6M Buy
1,455,916
+369,394
+34% +$9.54M 6.68% 2
2020
Q1 		$28.1M Sell
1,086,522
-188,508
-15% -$4.8M 5.8% 2
2019
Q4 		$32.2M Buy
1,275,030
+7,804
+0.6% +$197K 5.86% 2
2019
Q3 		$32.1M Buy
1,267,226
+90,580
+8% +$2.29M 6.07% 2
2019
Q2 		$29.8M Buy
1,176,646
+76,834
+7% +$1.93M 5.95% 2
2019
Q1 		$27.6M Buy
1,099,812
+688,306
+167% +$17.2M 5.75% 2
2018
Q4 		$10.6M Buy
+411,506
New +$10.2M 2.39% 12

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Brandywine Oak Private Wealth's SCHO Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.5% in Q2 2026, buying an estimated $1.36M and bringing the position to 809,728 shares worth $19.5M. The position accounts for 1.48% of the portfolio, ranked #13.

Brandywine Oak Private Wealth first reported a position in SCHO in Q4 2018 and has held it in 31 quarters since. The position peaked at $48.2M in Q4 2022. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Brandywine Oak Private Wealth held 809,728 shares of Schwab Short-Term US Treasury ETF worth $19.5M as of Q2 2026.
  • Brandywine Oak Private Wealth bought 56,152 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.36M.
  • Schwab Short-Term US Treasury ETF made up 1.48% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Brandywine Oak Private Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Schwab Short-Term US Treasury ETF position peaked at $48.2M in Q4 2022.
  • 136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.