IFG
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Independent Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Independent Financial Group’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 		$974K Buy
40,814
+2,735
+7% +$65.7K 0.02% 695
2026
Q2 		$919K Buy
38,079
+10,971
+40% +$265K 0.02% 726
2026
Q1 		$658K Buy
27,108
+1,216
+5% +$29.6K 0.01% 796
2025
Q4 		$631K Buy
25,892
+6,178
+31% +$151K 0.01% 784
2025
Q3 		$481K Sell
19,714
-397
-2% -$9.66K 0.01% 870
2025
Q2 		$490K Sell
20,111
-96
-0.5% -$2.33K 0.01% 791
2025
Q1 		$492K Sell
20,207
-1,079
-5% -$26.1K 0.02% 718
2024
Q4 		$512K Buy
21,286
+5,050
+31% +$122K 0.02% 674
2024
Q3 		$398K Buy
16,236
+3,440
+27% +$83.6K 0.01% 753
2024
Q2 		$308K Buy
12,796
+2,262
+21% +$54.3K 0.01% 822
2024
Q1 		$254K Buy
10,534
+236
+2% +$5.7K 0.01% 860
2023
Q4 		$249K Buy
+10,298
New +$247K 0.01% 804
2023
Q1 		– Sell
-11,326
Closed -$273K – 880
2022
Q4 		$273K Buy
+11,326
New +$273K 0.02% 587
2021
Q3 		– Sell
-9,464
Closed -$242K – 751
2021
Q2 		$242K Sell
9,464
-210
-2% -$5.38K 0.03% 595
2021
Q1 		$248K Buy
9,674
+786
+9% +$20.2K 0.03% 526
2020
Q4 		$228K Hold
8,888
– – 0.03% 493
2020
Q3 		$229K Hold
8,888
– – 0.04% 413
2020
Q2 		$229K Buy
8,888
+266
+3% +$6.87K 0.05% 384
2020
Q1 		$223K Buy
+8,622
New +$220K 0.07% 312

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's SCHO Position: Q3 2026 in Review

Independent Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.2% in Q3 2026, buying an estimated $65.7K and bringing the position to 40,814 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #695.

Independent Financial Group first reported a position in SCHO in Q1 2020 and has held it in 19 quarters since. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Independent Financial Group held 40,814 shares of Schwab Short-Term US Treasury ETF worth $974K as of Q3 2026.
  • Independent Financial Group bought 2,735 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $65.7K.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #695 holding.
  • Independent Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and has held it in 19 quarters since.
  • 80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.