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CGN Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

CGN Advisors’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 		$325K Buy
13,470
+31
+0.2% +$749 0.02% 268
2026
Q1 		$326K Hold
13,439
– – 0.03% 263
2025
Q4 		$328K Buy
13,439
+689
+5% +$16.8K 0.03% 257
2025
Q3 		$311K Hold
12,750
– – 0.03% 262
2025
Q2 		$311K Sell
12,750
-1,285
-9% -$31.2K 0.03% 261
2025
Q1 		$342K Sell
14,035
-3,110
-18% -$75.3K 0.03% 251
2024
Q4 		$413K Buy
17,145
+627
+4% +$15.2K 0.04% 221
2024
Q3 		$405K Sell
16,518
-210
-1% -$5.1K 0.04% 218
2024
Q2 		$403K Sell
16,728
-32
-0.2% -$767 0.05% 206
2024
Q1 		$404K Buy
16,760
+2,804
+20% +$67.7K 0.05% 194
2023
Q4 		$338K Buy
+13,956
New +$335K 0.05% 204

Other funds holding SCHO

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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
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
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
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return