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

Brucke Financial’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	$658K	Buy	27,580 +2,037	+8%	+$48.9K	0.28%	72
2026 Q2	$617K	Buy	25,543 +1,962	+8%	+$47.4K	0.27%	67
2026 Q1	$572K	Buy	23,581 +2,577	+12%	+$62.7K	0.29%	65
2025 Q4	$512K	Sell	21,004 -311	-1%	-$7.58K	0.28%	78
2025 Q3	$521K	Sell	21,315 -625	-3%	-$15.2K	0.3%	73
2025 Q2	$535K	Buy	21,940 +1,453	+7%	+$35.3K	0.37%	61
2025 Q1	$501K	Sell	20,487 -269	-1%	-$6.51K	0.44%	61
2024 Q4	$503K	Buy	+20,756	New	+$503K	0.43%	61

Other funds holding SCHO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Brucke Financial's SCHO Position: Q3 2026 in Review

Brucke Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8% in Q3 2026, buying an estimated $48.9K and bringing the position to 27,580 shares worth $658K. The position accounts for 0.28% of the portfolio, ranked #72.

Brucke Financial first reported a position in SCHO in Q4 2024 and has held it in 8 quarters since. 622 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Brucke Financial held 27,580 shares of Schwab Short-Term US Treasury ETF worth $658K as of Q3 2026.
Brucke Financial bought 2,037 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $48.9K.
Schwab Short-Term US Treasury ETF made up 0.28% of Brucke Financial's portfolio in Q3 2026, its #72 holding.
Brucke Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 8 quarters since.
622 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.