HF
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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

Holcombe Financial's SCHO Position: Q2 2026 in Review

Holcombe Financial reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.39% in Q2 2026, selling an estimated $97.3K and leaving 1,025,561 shares worth $24.8M. The position accounts for 13.98% of the portfolio, ranked #2.

Holcombe Financial first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.1M in Q3 2025. 428 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Holcombe Financial held 1,025,561 shares of Schwab Short-Term US Treasury ETF worth $24.8M as of Q2 2026.
  • Holcombe Financial sold 4,027 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $97.3K.
  • Schwab Short-Term US Treasury ETF made up 13.98% of Holcombe Financial's portfolio in Q2 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 7 quarters since.
  • Holcombe Financial's Schwab Short-Term US Treasury ETF position peaked at $26.1M in Q3 2025.
  • 428 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.