Graves Light Lenhart Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Graves Light Lenhart Wealth’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	$287K	Sell	11,893 -21	-0.2%	-$508	0.03%	167
2026 Q1	$289K	Buy	11,914 +4	+0%	+$97	0.03%	154
2025 Q4	$290K	Sell	11,910 -829	-7%	-$20.2K	0.03%	154
2025 Q3	$311K	Buy	12,739 +1	+0%	+$24	0.03%	149
2025 Q2	$311K	Hold	12,738	–	–	0.04%	144
2025 Q1	$310K	Sell	12,738 -82	-0.6%	-$1.99K	0.04%	138
2024 Q4	$308K	Buy	12,820 +828	+7%	+$20.1K	0.04%	146
2024 Q3	$294K	Sell	11,992 -34	-0.3%	-$826	0.04%	149
2024 Q2	$288K	Sell	12,026 -48	-0.4%	-$1.15K	0.03%	150
2024 Q1	$291K	Buy	+12,074	New	+$292K	0.03%	153
2022 Q4	–	Sell	-22,714	Closed	-$548K	–	177
2022 Q3	$548K	Hold	22,714	–	–	0.09%	104
2022 Q2	$559K	Sell	22,714 -2,918	-11%	-$71.9K	0.09%	106
2022 Q1	$635K	Sell	25,632 -138	-0.5%	-$3.47K	0.09%	99
2021 Q4	$655K	Hold	25,770	–	–	0.09%	97
2021 Q3	$660K	Sell	25,770 -230	-0.9%	-$5.89K	0.1%	90
2021 Q2	$666K	Hold	26,000	–	–	0.11%	86
2021 Q1	$667K	Sell	26,000 -1,200	-4%	-$30.8K	0.11%	84
2020 Q4	$699K	Hold	27,200	–	–	0.13%	79
2020 Q3	$700K	Hold	27,200	–	–	0.15%	73
2020 Q2	$702K	Hold	27,200	–	–	0.16%	74
2020 Q1	$704K	Hold	27,200	–	–	0.19%	73
2019 Q4	$687K	Hold	27,200	–	–	0.14%	83
2019 Q3	$689K	Hold	27,200	–	–	0.15%	87
2019 Q2	$688K	Buy	+27,200	New	+$683K	0.16%	77

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

Graves Light Lenhart Wealth's SCHO Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.18% in Q2 2026, selling an estimated $508 and leaving 11,893 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #167.

Graves Light Lenhart Wealth first reported a position in SCHO in Q2 2019 and has held it in 24 quarters since. The position peaked at $704K in Q1 2020. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Graves Light Lenhart Wealth held 11,893 shares of Schwab Short-Term US Treasury ETF worth $287K as of Q2 2026.
Graves Light Lenhart Wealth sold 21 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $508.
Schwab Short-Term US Treasury ETF made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #167 holding.
Graves Light Lenhart Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and has held it in 24 quarters since.
Graves Light Lenhart Wealth's Schwab Short-Term US Treasury ETF position peaked at $704K in Q1 2020.
136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.