Core Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Core Wealth Partners’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	$257K	Hold	10,626	–	–	0.11%	153
2026 Q1	$258K	Hold	10,626	–	–	0.12%	142
2025 Q4	$259K	Sell	10,626 -11,308	-52%	-$276K	0.12%	140
2025 Q3	$535K	Buy	21,934 +115	+0.5%	+$2.8K	0.25%	86
2025 Q2	$532K	Buy	21,819 +116	+0.5%	+$2.82K	0.27%	79
2025 Q1	$528K	Buy	21,703 +80	+0.4%	+$1.94K	0.31%	79
2024 Q4	$520K	Buy	21,623 +149	+0.7%	+$3.61K	0.3%	74
2024 Q3	$526K	Sell	21,474 -2,754	-11%	-$66.9K	0.32%	71
2024 Q2	$583K	Buy	24,228 +144	+0.6%	+$3.45K	0.4%	59
2024 Q1	$581K	Buy	24,084 +6,290	+35%	+$152K	0.44%	51
2023 Q4	$431K	Buy	+17,794	New	+$427K	0.35%	60

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

Core Wealth Partners's SCHO Position: Q2 2026 in Review

Core Wealth Partners held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 10,626 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #153.

Core Wealth Partners first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $583K in Q2 2024. 243 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Core Wealth Partners held 10,626 shares of Schwab Short-Term US Treasury ETF worth $257K as of Q2 2026.
Core Wealth Partners left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.11% of Core Wealth Partners's portfolio in Q2 2026, its #153 holding.
Core Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Core Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $583K in Q2 2024.
243 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.