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

Hidden Cove 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 Q2	$3.56M	Buy	147,356 +1,470	+1%	+$35.5K	1.96%	14
2026 Q1	$3.54M	Buy	145,886 +114,416	+364%	+$2.79M	2.27%	13
2025 Q4	$767K	Sell	31,470 -10,664	-25%	-$260K	0.5%	32
2025 Q3	$1.03M	Buy	42,134 +8,572	+26%	+$209K	0.68%	24
2025 Q2	$818K	Buy	+33,562	New	+$815K	0.59%	27

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hidden Cove Wealth Management's SCHO Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1% in Q2 2026, buying an estimated $35.5K and bringing the position to 147,356 shares worth $3.56M. The position accounts for 1.96% of the portfolio, ranked #14.

Hidden Cove Wealth Management first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Hidden Cove Wealth Management held 147,356 shares of Schwab Short-Term US Treasury ETF worth $3.56M as of Q2 2026.
Hidden Cove Wealth Management bought 1,470 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $35.5K.
Schwab Short-Term US Treasury ETF made up 1.96% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #14 holding.
Hidden Cove Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.