MLG Wealth Management DBA Pine Grove Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$654K Buy
+26,844
New +$655K 0.08% 104

Other funds holding SCHO

MLG Wealth Management DBA Pine Grove Financial Group's SCHO Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025: 26,844 shares worth $654K. The stake represents 0.08% of the portfolio and ranks #104 among its holdings.

683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 26,844 shares of Schwab Short-Term US Treasury ETF worth $654K as of Q4 2025.
  • Schwab Short-Term US Treasury ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Schwab Short-Term US Treasury ETF made up 0.08% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #104 holding.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.