GWM
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Gilpin Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Gilpin Wealth Management’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 		$49.5K Buy
2,075
+675
+48% +$16.2K 0.03% 232
2026
Q2 		$33.8K Hold
1,400
– – 0.02% 234
2026
Q1 		$34K Sell
1,400
-200
-13% -$4.87K 0.03% 215
2025
Q4 		$39K Buy
+1,600
New +$39K 0.03% 200

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
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 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

Gilpin Wealth Management's SCHO Position: Q3 2026 in Review

Gilpin Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 48% in Q3 2026, buying an estimated $16.2K and bringing the position to 2,075 shares worth $49.5K. The position accounts for 0.03% of the portfolio, ranked #232.

Gilpin Wealth Management first reported a position in SCHO in Q4 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Gilpin Wealth Management held 2,075 shares of Schwab Short-Term US Treasury ETF worth $49.5K as of Q3 2026.
  • Gilpin Wealth Management bought 675 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $16.2K.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Gilpin Wealth Management's portfolio in Q3 2026, its #232 holding.
  • Gilpin Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.