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

Elmwood 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	$821K	Hold	34,000	–	–	0.21%	100
2026 Q1	$825K	Sell	34,000 -4,000	-11%	-$97.4K	0.23%	95
2025 Q4	$926K	Hold	38,000	–	–	0.29%	86
2025 Q3	$927K	Hold	38,000	–	–	0.33%	80
2025 Q2	$926K	Hold	38,000	–	–	0.37%	77
2025 Q1	$925K	Sell	38,000 -10,038	-21%	-$243K	0.38%	78
2024 Q4	$1.16M	Hold	48,038	–	–	0.47%	70
2024 Q3	$1.18M	Sell	48,038 -78	-0.2%	-$1.9K	0.49%	71
2024 Q2	$1.16M	Hold	48,116	–	–	0.52%	69
2024 Q1	$1.16M	Buy	48,116 +116	+0.2%	+$2.8K	0.5%	67
2023 Q4	$1.16M	Sell	48,000 -116	-0.2%	-$2.79K	0.82%	40
2023 Q3	$1.15M	Hold	48,116	–	–	0.56%	62
2023 Q2	$1.16M	Sell	48,116 -11,000	-19%	-$267K	0.54%	64
2023 Q1	$1.44M	Hold	59,116	–	–	0.68%	52
2022 Q4	$1.43M	Hold	59,116	–	–	0.71%	47
2022 Q3	$1.43M	Sell	59,116 -21,000	-26%	-$514K	0.71%	45
2022 Q2	$1.97M	Hold	80,116	–	–	1.12%	33
2022 Q1	$1.98M	Hold	80,116	–	–	1.02%	39
2021 Q4	$2.04M	Buy	+80,116	New	+$2.04M	0.97%	37
2021 Q2	$13K	Hold	516	–	–	0.01%	245
2021 Q1	$13K	Buy	+516	New	+$13.3K	0.01%	236
2020 Q3	$13K	Hold	516	–	–	0.01%	179
2020 Q2	$13K	Sell	516 -260	-34%	-$6.71K	0.01%	179
2020 Q1	$19.3K	Buy	+776	New	+$19.8K	0.02%	162
2019 Q4	–	Sell	-3,358	Closed	-$85K	–	217
2019 Q3	$85K	Buy	3,358 +1,854	+123%	+$46.9K	0.09%	98
2019 Q2	$38K	Buy	1,504 +404	+37%	+$10.1K	0.03%	133
2019 Q1	$28K	Buy	1,100 +350	+47%	+$8.74K	0.03%	140
2018 Q4	$19K	Sell	750 -26	-3%	-$645	0.02%	163
2018 Q3	$19.2K	Hold	776	–	–	0.02%	171
2018 Q2	$19.3K	Hold	776	–	–	0.02%	171
2018 Q1	$19.3K	Buy	+776	New	+$19.3K	0.02%	162

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Elmwood Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 34,000 shares worth $821K. The position accounts for 0.21% of the portfolio, ranked #100.

Elmwood Wealth Management first reported a position in SCHO in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.04M in Q4 2021. 140 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Elmwood Wealth Management held 34,000 shares of Schwab Short-Term US Treasury ETF worth $821K as of Q2 2026.
Elmwood Wealth Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.21% of Elmwood Wealth Management's portfolio in Q2 2026, its #100 holding.
Elmwood Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 31 quarters since.
Elmwood Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $2.04M in Q4 2021.
140 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.