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 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

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

MFT

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

BSB

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

MFG

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

FFG

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

HPA

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

MPWT

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

SGAM

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

Financial Management Professionals's SCHO Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 17 shares worth $410. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in SCHO as recently as Q2 2021.

Financial Management Professionals first reported a position in SCHO in Q3 2019 and has held it in 9 quarters since. The position peaked at $61K in Q1 2021. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Financial Management Professionals held 17 shares of Schwab Short-Term US Treasury ETF worth $410 as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Financial Management Professionals position in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #975 holding.
Financial Management Professionals first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 9 quarters since.
Financial Management Professionals's Schwab Short-Term US Treasury ETF position peaked at $61K in Q1 2021.
136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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