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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.2K Buy
1,665
+154
+10% +$3.72K 0.01% 238
2026
Q1
$36.7K Buy
1,511
+59
+4% +$1.44K 0.01% 229
2025
Q4
$35.4K Buy
1,452
+70
+5% +$1.71K 0.01% 223
2025
Q3
$33.7K Buy
1,382
+46
+3% +$1.12K 0.01% 229
2025
Q2
$32.6K Buy
1,336
+654
+96% +$15.9K 0.01% 230
2025
Q1
$16.6K Buy
+682
New +$16.5K ﹤0.01% 218
2024
Q4
Sell
-608
Closed -$14.9K 234
2024
Q3
$14.9K Buy
+608
New +$14.8K ﹤0.01% 224
2023
Q3
Sell
-162
Closed -$3.9K 207
2023
Q2
$3.9K Sell
162
-10,350
-98% -$251K ﹤0.01% 212
2023
Q1
$254K Buy
+10,512
New +$255K 0.08% 179

Other funds holding SCHO

GSB Wealth Management's SCHO Position: Q2 2026 in Review

GSB Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 10% in Q2 2026, buying an estimated $3.72K and bringing the position to 1,665 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #238.

GSB Wealth Management first reported a position in SCHO in Q1 2023 and has held it in 9 quarters since. The position peaked at $254K in Q1 2023. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • GSB Wealth Management held 1,665 shares of Schwab Short-Term US Treasury ETF worth $40.2K as of Q2 2026.
  • GSB Wealth Management bought 154 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.72K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of GSB Wealth Management's portfolio in Q2 2026, its #238 holding.
  • GSB Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 9 quarters since.
  • GSB Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $254K in Q1 2023.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.