Ethos Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ethos Financial Group’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	$932K	Sell	38,678 -12,583	-25%	-$304K	0.06%	238
2026 Q1	$1.24M	Buy	51,261 +3,805	+8%	+$92.6K	0.09%	179
2025 Q4	$1.16M	Buy	47,456 +809	+2%	+$19.7K	0.09%	183
2025 Q3	$1.14M	Buy	46,647 +771	+2%	+$18.8K	0.09%	170
2025 Q2	$1.12M	Buy	45,876 +36,592	+394%	+$889K	0.1%	163
2025 Q1	$223K	Hold	9,284	–	–	0.02%	365
2024 Q4	$223K	Hold	9,284	–	–	0.03%	264
2024 Q3	$227K	Sell	9,284 -7,954	-46%	-$193K	0.04%	251
2024 Q2	$415K	Buy	17,238 +7,960	+86%	+$191K	0.07%	162
2024 Q1	$224K	Sell	9,278 -8,004	-46%	-$193K	0.04%	246
2023 Q4	$419K	Buy	17,282 +8,004	+86%	+$192K	0.09%	156
2023 Q3	$222K	Hold	9,278	–	–	0.06%	153
2023 Q2	$226K	Hold	9,278	–	–	0.08%	126
2023 Q1	$226K	Hold	9,278	–	–	0.07%	153
2022 Q4	$224K	Buy	+9,278	New	+$224K	0.08%	128

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

Ethos Financial Group's SCHO Position: Q2 2026 in Review

Ethos Financial Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 25% in Q2 2026, selling an estimated $304K and leaving 38,678 shares worth $932K. The position accounts for 0.06% of the portfolio, ranked #238.

Ethos Financial Group first reported a position in SCHO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.24M in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Ethos Financial Group held 38,678 shares of Schwab Short-Term US Treasury ETF worth $932K as of Q2 2026.
Ethos Financial Group sold 12,583 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $304K.
Schwab Short-Term US Treasury ETF made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #238 holding.
Ethos Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's Schwab Short-Term US Treasury ETF position peaked at $1.24M in Q1 2026.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.