Larson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $98.4K | Sell |
4,078
-1,156
| -22% | -$27.9K | ﹤0.01% | 1197 |
|
|
2026
Q1 | $127K | Buy |
5,234
+125
| +2% | +$3.04K | ﹤0.01% | 884 |
|
|
2025
Q4 | $125K | Sell |
5,109
-44
| -0.9% | -$1.07K | ﹤0.01% | 857 |
|
|
2025
Q3 | $126K | Sell |
5,153
-68
| -1% | -$1.66K | ﹤0.01% | 830 |
|
|
2025
Q2 | $127K | Buy |
5,221
+819
| +19% | +$19.9K | 0.01% | 768 |
|
|
2025
Q1 | $107K | Buy |
4,402
+4
| +0.1% | +$97 | 0.01% | 778 |
|
|
2024
Q4 | $106K | Buy |
4,398
+12
| +0.3% | +$291 | 0.01% | 719 |
|
|
2024
Q3 | $107K | Sell |
4,386
-1,622
| -27% | -$39.4K | 0.01% | 713 |
|
|
2024
Q2 | $145K | Buy |
6,008
+1,650
| +38% | +$39.6K | 0.01% | 555 |
|
|
2024
Q1 | $105K | Buy |
4,358
+10
| +0.2% | +$241 | 0.01% | 532 |
|
|
2023
Q4 | $105K | Buy |
4,348
+18
| +0.4% | +$432 | 0.01% | 475 |
|
|
2023
Q3 | $104K | Buy |
4,330
+24
| +0.6% | +$575 | 0.01% | 450 |
|
|
2023
Q2 | $103K | Buy |
4,306
+12
| +0.3% | +$291 | 0.01% | 423 |
|
|
2023
Q1 | $105K | Buy |
4,294
+3,050
| +245% | +$73.9K | 0.01% | 425 |
|
|
2022
Q4 | $30K | Buy |
1,244
+8
| +0.6% | +$193 | ﹤0.01% | 612 |
|
|
2022
Q3 | $30K | Buy |
1,236
+4
| +0.3% | +$98 | ﹤0.01% | 547 |
|
|
2022
Q2 | $30K | Buy |
1,232
+2
| +0.2% | +$49 | 0.01% | 471 |
|
|
2022
Q1 | $30K | Buy |
1,230
+2
| +0.2% | +$50 | ﹤0.01% | 460 |
|
|
2021
Q4 | $31K | Hold |
1,228
| – | – | ﹤0.01% | 468 |
|
|
2021
Q3 | $31K | Buy |
1,228
+2
| +0.2% | +$51 | 0.01% | 378 |
|
|
2021
Q2 | $31K | Buy |
1,226
+2
| +0.2% | +$51 | 0.01% | 366 |
|
|
2021
Q1 | $31K | Sell |
1,224
-250
| -17% | -$6.42K | 0.01% | 341 |
|
|
2020
Q4 | $38K | Sell |
1,474
-1,008
| -41% | -$25.9K | 0.01% | 255 |
|
|
2020
Q3 | $64K | Buy |
2,482
+26
| +1% | +$670 | 0.03% | 167 |
|
|
2020
Q2 | $63K | Sell |
2,456
-662
| -21% | -$17.1K | 0.03% | 170 |
|
|
2020
Q1 | $81K | Sell |
3,118
-910
| -23% | -$23.2K | 0.05% | 125 |
|
|
2019
Q4 | $102K | Buy |
4,028
+218
| +6% | +$5.51K | 0.06% | 106 |
|
|
2019
Q3 | $96K | Sell |
3,810
-950
| -20% | -$24K | 0.06% | 104 |
|
|
2019
Q2 | $120K | Buy |
4,760
+100
| +2% | +$2.51K | 0.09% | 77 |
|
|
2019
Q1 | $117K | Sell |
4,660
-1,142
| -20% | -$28.5K | 0.09% | 76 |
|
|
2018
Q4 | $145K | Sell |
5,802
-2,446
| -30% | -$60.7K | 0.13% | 63 |
|
|
2018
Q3 | $204K | Buy |
8,248
+32
| +0.4% | +$794 | 0.23% | 47 |
|
|
2018
Q2 | $204K | Sell |
8,216
-90
| -1% | -$2.24K | 0.23% | 47 |
|
|
2018
Q1 | $207K | Sell |
8,306
-6,040
| -42% | -$151K | 0.24% | 43 |
|
|
2017
Q4 | $359K | Buy |
+14,346
| New | +$360K | 0.3% | 52 |
|
Other funds holding SCHO
MA
Larson Financial Group's SCHO Position: Q2 2026 in Review
Larson Financial Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 22% in Q2 2026, selling an estimated $27.9K and leaving 4,078 shares worth $98.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.
Larson Financial Group first reported a position in SCHO in Q4 2017 and has held it in 35 quarters since. The position peaked at $359K in Q4 2017. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Larson Financial Group held 4,078 shares of Schwab Short-Term US Treasury ETF worth $98.4K as of Q2 2026.
- Larson Financial Group sold 1,156 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $27.9K.
- Schwab Short-Term US Treasury ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1197 holding.
- Larson Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 35 quarters since.
- Larson Financial Group's Schwab Short-Term US Treasury ETF position peaked at $359K in Q4 2017.
- 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.