Dopkins Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Dopkins Wealth Management’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	$384K	Buy	15,907 +298	+2%	+$7.2K	0.14%	63
2026 Q1	$379K	Hold	15,609	–	–	0.15%	60
2025 Q4	$380K	Hold	15,609	–	–	0.16%	57
2025 Q3	$381K	Sell	15,609 -6,546	-30%	-$159K	0.16%	58
2025 Q2	$540K	Sell	22,155 -8,920	-29%	-$217K	0.24%	51
2025 Q1	$756K	Sell	31,075 -616	-2%	-$14.9K	0.38%	44
2024 Q4	$762K	Buy	31,691 +22,771	+255%	+$551K	0.39%	42
2024 Q3	$218K	Sell	8,920 -24,800	-74%	-$603K	0.18%	55
2024 Q2	$811K	Buy	33,720 +66	+0.2%	+$1.58K	0.49%	29
2024 Q1	$811K	Sell	33,654 -1,186	-3%	-$28.6K	0.49%	28
2023 Q4	$844K	Sell	34,840 -1,736	-5%	-$41.7K	0.66%	21
2023 Q3	$876K	Sell	36,576 -1,508	-4%	-$36.1K	0.66%	19
2023 Q2	$915K	Sell	38,084 -40,628	-52%	-$985K	0.82%	16
2023 Q1	$1.92M	Sell	78,712 -3,812	-5%	-$92.3K	1.8%	13
2022 Q4	$1.99M	Sell	82,524 -19,956	-19%	-$481K	1.75%	12
2022 Q3	$2.47M	Sell	102,480 -1,764	-2%	-$43.1K	2.77%	8
2022 Q2	$2.56M	Buy	+104,244	New	+$2.57M	2.77%	8

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dopkins Wealth Management's SCHO Position: Q2 2026 in Review

Dopkins Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.9% in Q2 2026, buying an estimated $7.2K and bringing the position to 15,907 shares worth $384K. The position accounts for 0.14% of the portfolio, ranked #63.

Dopkins Wealth Management first reported a position in SCHO in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.56M in Q2 2022. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Dopkins Wealth Management held 15,907 shares of Schwab Short-Term US Treasury ETF worth $384K as of Q2 2026.
Dopkins Wealth Management bought 298 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $7.2K.
Schwab Short-Term US Treasury ETF made up 0.14% of Dopkins Wealth Management's portfolio in Q2 2026, its #63 holding.
Dopkins Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 17 quarters since.
Dopkins Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $2.56M in Q2 2022.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.