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 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

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

Brucke Financial's SCHO Position: Q2 2026 in Review

Brucke Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.3% in Q2 2026, buying an estimated $47.4K and bringing the position to 25,543 shares worth $617K. The position accounts for 0.27% of the portfolio, ranked #67.

Brucke Financial first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. 333 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Brucke Financial held 25,543 shares of Schwab Short-Term US Treasury ETF worth $617K as of Q2 2026.
Brucke Financial bought 1,962 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $47.4K.
Schwab Short-Term US Treasury ETF made up 0.27% of Brucke Financial's portfolio in Q2 2026, its #67 holding.
Brucke Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
333 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.