Highline Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Highline Wealth Partners’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	$1.33M	Buy	+55,189	New	+$1.33M	0.27%	51

Other funds holding SCHO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

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

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Highline Wealth Partners's SCHO Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 55,189 shares worth $1.33M. The stake represents 0.27% of the portfolio and ranks #51 among its holdings.

147 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Highline Wealth Partners held 55,189 shares of Schwab Short-Term US Treasury ETF worth $1.33M as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Highline Wealth Partners position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.27% of Highline Wealth Partners's portfolio in Q2 2026, its #51 holding.
147 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.