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Compass Financial Group (South Dakota)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Compass Financial Group (South Dakota)’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 		$2.37M Buy
99,248
+16,922
+21% +$407K 0.26% 33
2026
Q2 		$1.99M Buy
82,326
+14,767
+22% +$357K 0.23% 30
2026
Q1 		$1.64M Sell
67,559
-29
-0% -$706 0.23% 31
2025
Q4 		$1.65M Buy
67,588
+16,861
+33% +$411K 0.24% 30
2025
Q3 		$1.24M Sell
50,727
-15,453
-23% -$376K 0.19% 34
2025
Q2 		$1.61M Buy
66,180
+2,466
+4% +$59.9K 0.26% 26
2025
Q1 		$1.55M Buy
63,714
+16,982
+36% +$411K 0.29% 25
2024
Q4 		$1.12M Buy
46,732
+16,466
+54% +$399K 0.21% 33
2024
Q3 		$741K Buy
30,266
+9,608
+47% +$234K 0.15% 41
2024
Q2 		$497K Buy
20,658
+11,858
+135% +$284K 0.11% 51
2024
Q1 		$212K Buy
+8,800
New +$213K 0.05% 88

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Compass Financial Group (South Dakota)'s SCHO Position: Q3 2026 in Review

Compass Financial Group (South Dakota) increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 21% in Q3 2026, buying an estimated $407K and bringing the position to 99,248 shares worth $2.37M. The position accounts for 0.26% of the portfolio, ranked #33.

Compass Financial Group (South Dakota) first reported a position in SCHO in Q1 2024 and has held it in 11 quarters since. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Compass Financial Group (South Dakota) held 99,248 shares of Schwab Short-Term US Treasury ETF worth $2.37M as of Q3 2026.
  • Compass Financial Group (South Dakota) bought 16,922 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $407K.
  • Schwab Short-Term US Treasury ETF made up 0.26% of Compass Financial Group (South Dakota)'s portfolio in Q3 2026, its #33 holding.
  • Compass Financial Group (South Dakota) first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 11 quarters since.
  • 80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q3 2026, filed 13 Oct 2026.