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

Bright Futures 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	$1.1M	Buy	45,763 +329	+0.7%	+$7.95K	0.71%	42
2026 Q1	$1.1M	Sell	45,434 -2,274	-5%	-$55.4K	0.76%	44
2025 Q4	$1.16M	Buy	47,708 +5,243	+12%	+$128K	0.86%	40
2025 Q3	$1.04M	Buy	+42,465	New	+$1.03M	0.81%	42
2025 Q1	$1.02M	Buy	41,910 +559	+1%	+$13.5K	1.12%	30
2024 Q4	$1M	Sell	41,351 -30,299	-42%	-$734K	0.89%	39
2024 Q3	$869K	Buy	71,650 +34,672	+94%	+$843K	0.42%	75
2024 Q2	$901K	Buy	36,978 +92	+0.2%	+$2.21K	0.49%	60
2024 Q1	$887K	Buy	+36,886	New	+$891K	0.48%	63

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

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

Bright Futures Wealth Management's SCHO Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.72% in Q2 2026, buying an estimated $7.95K and bringing the position to 45,763 shares worth $1.1M. The position accounts for 0.71% of the portfolio, ranked #42.

Bright Futures Wealth Management first reported a position in SCHO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2025. 243 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Bright Futures Wealth Management held 45,763 shares of Schwab Short-Term US Treasury ETF worth $1.1M as of Q2 2026.
Bright Futures Wealth Management bought 329 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $7.95K.
Schwab Short-Term US Treasury ETF made up 0.71% of Bright Futures Wealth Management's portfolio in Q2 2026, its #42 holding.
Bright Futures Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.16M in Q4 2025.
243 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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