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

Fiduciary 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
Q3 		$56.2M Buy
2,355,066
+50,178
+2% +$1.21M 6.56% 3
2026
Q2 		$55.6M Buy
2,304,888
+128,147
+6% +$3.1M 6.31% 3
2026
Q1 		$52.8M Buy
2,176,741
+224,689
+12% +$5.47M 7.01% 2
2025
Q4 		$47.6M Buy
1,952,052
+39,268
+2% +$957K 6.72% 3
2025
Q3 		$46.7M Buy
1,912,784
+140,078
+8% +$3.41M 7.37% 2
2025
Q2 		$43M Buy
1,772,706
+156,220
+10% +$3.8M 7.78% 1
2025
Q1 		$39.3M Buy
1,616,486
+127,393
+9% +$3.08M 8.55% 1
2024
Q4 		$35.9M Buy
1,489,093
+26,459
+2% +$641K 7.81% 2
2024
Q3 		$35.5M Buy
1,462,634
+139,086
+11% +$3.38M 8.16% 2
2024
Q2 		$32M Buy
+1,323,548
New +$31.7M 7.72% 2

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Fiduciary Financial Group's SCHO Position: Q3 2026 in Review

Fiduciary Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.2% in Q3 2026, buying an estimated $1.21M and bringing the position to 2,355,066 shares worth $56.2M. The position accounts for 6.56% of the portfolio, ranked #3.

Fiduciary Financial Group first reported a position in SCHO in Q2 2024 and has held it in 10 quarters since. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Fiduciary Financial Group held 2,355,066 shares of Schwab Short-Term US Treasury ETF worth $56.2M as of Q3 2026.
  • Fiduciary Financial Group bought 50,178 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $1.21M.
  • Schwab Short-Term US Treasury ETF made up 6.56% of Fiduciary Financial Group's portfolio in Q3 2026, its #3 holding.
  • Fiduciary Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 10 quarters since.
  • 80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

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