Financial Management Professionals’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Financial Management Professionals’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	-17	Closed	-$410	–	1098
2026 Q2	$410	Buy	+17	New	+$411	﹤0.01%	975
2021 Q3	–	Sell	-140	Closed	-$4K	–	1024
2021 Q2	$4K	Sell	140 -2,244	-94%	-$57.5K	﹤0.01%	572
2021 Q1	$61K	Buy	2,384 +1,400	+142%	+$35.9K	0.02%	209
2020 Q4	$25K	Hold	984	–	–	0.01%	255
2020 Q3	$25K	Hold	984	–	–	0.01%	258
2020 Q2	$25K	Hold	984	–	–	0.01%	257
2020 Q1	$25K	Hold	984	–	–	0.01%	126
2019 Q4	$25K	Hold	984	–	–	0.01%	139
2019 Q3	$25K	Buy	+984	New	+$24.9K	0.01%	129

Other funds holding SCHO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 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

Financial Management Professionals's SCHO Position: Q3 2026 in Review

Financial Management Professionals sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026, closing a stake of 17 shares — an estimated $410 sold.

Financial Management Professionals first reported a position in SCHO in Q3 2019 and held it in 9 quarters. The position peaked at $61K in Q1 2021. 596 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Financial Management Professionals reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Financial Management Professionals sold 17 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $410.
Financial Management Professionals first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and held it in 9 quarters.
Financial Management Professionals's Schwab Short-Term US Treasury ETF position peaked at $61K in Q1 2021.
596 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.