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Heritage Wealth Management (California)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Heritage Wealth Management (California)’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 		$3.02M Sell
125,000
-4,000
-3% -$96.7K 1.15% 23
2026
Q1 		$3.13M Buy
129,000
+52,000
+68% +$1.27M 1.73% 14
2025
Q4 		$1.88M Buy
+77,000
New +$1.88M 1.19% 28

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 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

Heritage Wealth Management (California)'s SCHO Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.1% in Q2 2026, selling an estimated $96.7K and leaving 125,000 shares worth $3.02M. The position accounts for 1.15% of the portfolio, ranked #23.

Heritage Wealth Management (California) first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.13M in Q1 2026. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Heritage Wealth Management (California) held 125,000 shares of Schwab Short-Term US Treasury ETF worth $3.02M as of Q2 2026.
  • Heritage Wealth Management (California) sold 4,000 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $96.7K.
  • Schwab Short-Term US Treasury ETF made up 1.15% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #23 holding.
  • Heritage Wealth Management (California) first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Heritage Wealth Management (California)'s Schwab Short-Term US Treasury ETF position peaked at $3.13M in Q1 2026.
  • 354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.