Focus Financial Network’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Focus Financial Network’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	$4.06M	Sell	169,999 -58,866	-26%	-$1.41M	0.12%	130
2026 Q2	$5.52M	Sell	228,865 -68,352	-23%	-$1.65M	0.17%	101
2026 Q1	$7.21M	Sell	297,217 -21,633	-7%	-$527K	0.26%	68
2025 Q4	$7.77M	Buy	318,850 +95,701	+43%	+$2.33M	0.27%	67
2025 Q3	$5.44M	Sell	223,149 -14,585	-6%	-$355K	0.19%	87
2025 Q2	$5.8M	Buy	237,734 +45,690	+24%	+$1.11M	0.23%	76
2025 Q1	$4.67M	Buy	192,044 +4,209	+2%	+$102K	0.19%	89
2024 Q4	$4.52M	Buy	187,835 +12,627	+7%	+$306K	0.18%	93
2024 Q3	$4.29M	Sell	175,208 -111,164	-39%	-$2.7M	0.18%	98
2024 Q2	$6.92M	Buy	286,372 +458	+0.2%	+$11K	0.3%	64
2024 Q1	$6.84M	Sell	285,914 -18,674	-6%	-$451K	0.33%	59
2023 Q4	$7.38M	Buy	304,588 +44,678	+17%	+$1.07M	0.28%	79
2023 Q3	$6.22M	Buy	259,910 +4,446	+2%	+$107K	0.35%	60
2023 Q2	$6.14M	Buy	255,464 +25,310	+11%	+$614K	0.34%	60
2023 Q1	$5.61M	Buy	+230,154	New	+$5.57M	0.35%	58
2021 Q4	–	Sell	-9,764	Closed	-$250K	–	434
2021 Q3	$250K	Sell	9,764 -466	-5%	-$11.9K	0.03%	366
2021 Q2	$262K	Buy	10,230 +1,016	+11%	+$26.1K	0.03%	358
2021 Q1	$236K	Buy	+9,214	New	+$237K	0.03%	369
2020 Q4	–	Sell	-216,670	Closed	-$5.58M	–	467
2020 Q3	$5.58M	Buy	+216,670	New	+$5.58M	0.52%	44
2020 Q2	–	Sell	-215,816	Closed	-$5.58M	–	412
2020 Q1	$5.58M	Sell	215,816 -7,630	-3%	-$194K	0.75%	36
2019 Q4	$5.64M	Buy	223,446 +15,968	+8%	+$403K	0.69%	34
2019 Q3	$5.25M	Buy	207,478 +51,332	+33%	+$1.3M	0.73%	32
2019 Q2	$3.95M	Buy	156,146 +15,978	+11%	+$401K	0.58%	38
2019 Q1	$3.52M	Buy	+140,168	New	+$3.5M	0.56%	40

Other funds holding SCHO

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

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

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Focus Financial Network's SCHO Position: Q3 2026 in Review

Focus Financial Network reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 26% in Q3 2026, selling an estimated $1.41M and leaving 169,999 shares worth $4.06M. The position accounts for 0.12% of the portfolio, ranked #130.

Focus Financial Network first reported a position in SCHO in Q1 2019 and has held it in 24 quarters since. The position peaked at $7.77M in Q4 2025. 227 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Focus Financial Network held 169,999 shares of Schwab Short-Term US Treasury ETF worth $4.06M as of Q3 2026.
Focus Financial Network sold 58,866 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $1.41M.
Schwab Short-Term US Treasury ETF made up 0.12% of Focus Financial Network's portfolio in Q3 2026, its #130 holding.
Focus Financial Network first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 24 quarters since.
Focus Financial Network's Schwab Short-Term US Treasury ETF position peaked at $7.77M in Q4 2025.
227 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.