Fiduciary Alliance’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-8,312	Closed	-$201K	–	551
2026 Q2	$201K	Sell	8,312 -147	-2%	-$3.55K	0.01%	525
2026 Q1	$205K	Sell	8,459 -349	-4%	-$8.5K	0.01%	525
2025 Q4	$215K	Buy	+8,808	New	+$215K	0.01%	482
2023 Q3	–	Sell	-24	Closed	-$577	–	793
2023 Q2	$577	Buy	+24	New	+$582	﹤0.01%	914

Other funds holding SCHO

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Fiduciary Alliance's SCHO Position: Q3 2026 in Review

Fiduciary Alliance sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026, closing a stake of 8,312 shares — an estimated $201K sold.

Fiduciary Alliance first reported a position in SCHO in Q2 2023 and held it in 4 quarters. The position peaked at $215K in Q4 2025. 472 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Fiduciary Alliance reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Fiduciary Alliance sold 8,312 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $201K.
Fiduciary Alliance first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 4 quarters.
Fiduciary Alliance's Schwab Short-Term US Treasury ETF position peaked at $215K in Q4 2025.
472 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.