Bulwark Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bulwark Capital’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	$118K	Hold	4,960	–	–	0.06%	68
2026 Q2	$120K	Hold	4,960	–	–	0.07%	63
2026 Q1	$120K	Sell	4,960 -2,352	-32%	-$57.3K	0.07%	58
2025 Q4	$178K	Sell	7,312 -90,982	-93%	-$2.22M	0.13%	54
2025 Q3	$2.4M	Sell	98,294 -28,144	-22%	-$685K	1.87%	17
2025 Q2	$3.08M	Buy	+126,438	New	+$3.07M	2.6%	12

Other funds holding SCHO

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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

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

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Bulwark Capital's SCHO Position: Q3 2026 in Review

Bulwark Capital held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2026 at 4,960 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #68.

Bulwark Capital first reported a position in SCHO in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.08M in Q2 2025. 530 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Bulwark Capital held 4,960 shares of Schwab Short-Term US Treasury ETF worth $118K as of Q3 2026.
Bulwark Capital left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2026.
Schwab Short-Term US Treasury ETF made up 0.06% of Bulwark Capital's portfolio in Q3 2026, its #68 holding.
Bulwark Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's Schwab Short-Term US Treasury ETF position peaked at $3.08M in Q2 2025.
530 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.