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 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 $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

Focus Financial Network's SCHO Position: Q2 2026 in Review

Focus Financial Network reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 23% in Q2 2026, selling an estimated $1.65M and leaving 228,865 shares worth $5.52M. The position accounts for 0.17% of the portfolio, ranked #101.

Focus Financial Network first reported a position in SCHO in Q1 2019 and has held it in 23 quarters since. The position peaked at $7.77M in Q4 2025. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Focus Financial Network held 228,865 shares of Schwab Short-Term US Treasury ETF worth $5.52M as of Q2 2026.
Focus Financial Network sold 68,352 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.65M.
Schwab Short-Term US Treasury ETF made up 0.17% of Focus Financial Network's portfolio in Q2 2026, its #101 holding.
Focus Financial Network first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 23 quarters since.
Focus Financial Network's Schwab Short-Term US Treasury ETF position peaked at $7.77M in Q4 2025.
136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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