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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
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

Bulwark Capital's SCHO Position: Q2 2026 in Review

Bulwark Capital held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 4,960 shares worth $120K. The position accounts for 0.07% of the portfolio, ranked #63.

Bulwark Capital first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.08M in Q2 2025. 377 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Bulwark Capital held 4,960 shares of Schwab Short-Term US Treasury ETF worth $120K as of Q2 2026.
  • Bulwark Capital left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.07% of Bulwark Capital's portfolio in Q2 2026, its #63 holding.
  • Bulwark Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Bulwark Capital's Schwab Short-Term US Treasury ETF position peaked at $3.08M in Q2 2025.
  • 377 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.