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

GSB 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	$56.5K	Buy	2,368 +703	+42%	+$16.9K	0.01%	239
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

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 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

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

GSB Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 42% in Q3 2026, buying an estimated $16.9K and bringing the position to 2,368 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #239.

GSB Wealth Management first reported a position in SCHO in Q1 2023 and has held it in 10 quarters since. The position peaked at $254K in Q1 2023. 499 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

GSB Wealth Management held 2,368 shares of Schwab Short-Term US Treasury ETF worth $56.5K as of Q3 2026.
GSB Wealth Management bought 703 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $16.9K.
Schwab Short-Term US Treasury ETF made up 0.01% of GSB Wealth Management's portfolio in Q3 2026, its #239 holding.
GSB Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 10 quarters since.
GSB Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $254K in Q1 2023.
499 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on GSB Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.