Holcombe Financial
SCHO icon

Holcombe Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Holcombe Financial’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 		$24.8M Buy
1,040,555
+14,994
+1% +$360K 13.73% 2
2026
Q2 		$24.8M Sell
1,025,561
-4,027
-0.4% -$97.3K 13.98% 2
2026
Q1 		$25M Buy
1,029,588
+69,726
+7% +$1.7M 14.69% 1
2025
Q4 		$23.4M Sell
959,862
-109,348
-10% -$2.67M 14.69% 2
2025
Q3 		$26.1M Buy
1,069,210
+55,683
+5% +$1.35M 18.21% 1
2025
Q2 		$24.7M Buy
1,013,527
+43,710
+5% +$1.06M 18.61% 1
2025
Q1 		$23.6M Sell
969,817
-55,853
-5% -$1.35M 19.6% 1
2024
Q4 		$24.7M Buy
+1,025,670
New +$24.8M 20.32% 1

Other funds holding SCHO

MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Holcombe Financial's SCHO Position: Q3 2026 in Review

Holcombe Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.5% in Q3 2026, buying an estimated $360K and bringing the position to 1,040,555 shares worth $24.8M. The position accounts for 13.73% of the portfolio, ranked #2.

Holcombe Financial first reported a position in SCHO in Q4 2024 and has held it in 8 quarters since. The position peaked at $26.1M in Q3 2025. 417 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Holcombe Financial held 1,040,555 shares of Schwab Short-Term US Treasury ETF worth $24.8M as of Q3 2026.
  • Holcombe Financial bought 14,994 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $360K.
  • Schwab Short-Term US Treasury ETF made up 13.73% of Holcombe Financial's portfolio in Q3 2026, its #2 holding.
  • Holcombe Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 8 quarters since.
  • Holcombe Financial's Schwab Short-Term US Treasury ETF position peaked at $26.1M in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.