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

Everhart 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	$1.46M	Buy	+60,549	New	+$1.46M	0.09%	114

Other funds holding SCHO

Wealth Enhancement Advisory Services

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

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

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

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

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

Everhart Financial Group opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 60,549 shares worth $1.46M. The stake represents 0.09% of the portfolio and ranks #114 among its holdings.

136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Everhart Financial Group held 60,549 shares of Schwab Short-Term US Treasury ETF worth $1.46M as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Everhart Financial Group position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #114 holding.
136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.