Latitude Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Latitude Advisors’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	$337K	Buy	13,962 +129	+0.9%	+$3.12K	0.13%	169
2026 Q1	$336K	Buy	13,833 +89	+0.6%	+$2.17K	0.15%	154
2025 Q4	$335K	Buy	13,744 +175	+1%	+$4.27K	0.15%	150
2025 Q3	$331K	Buy	13,569 +137	+1%	+$3.33K	0.15%	139
2025 Q2	$327K	Buy	13,432 +140	+1%	+$3.4K	0.16%	138
2025 Q1	$324K	Buy	13,292 +95	+0.7%	+$2.3K	0.19%	130
2024 Q4	$318K	Buy	13,197 +179	+1%	+$4.33K	0.18%	126
2024 Q3	$319K	Buy	13,018 +140	+1%	+$3.4K	0.18%	127
2024 Q2	$310K	Buy	12,878 +138	+1%	+$3.31K	0.19%	114
2024 Q1	$307K	Buy	12,740 +94	+0.7%	+$2.27K	0.19%	115
2023 Q4	$306K	Buy	12,646 +174	+1%	+$4.18K	0.22%	115
2023 Q3	$299K	Buy	12,472 +124	+1%	+$2.97K	0.21%	113
2023 Q2	$297K	Buy	12,348 +110	+0.9%	+$2.67K	0.21%	110
2023 Q1	$299K	Buy	12,238 +62	+0.5%	+$1.5K	0.22%	118
2022 Q4	$294K	Buy	12,176 +88	+0.7%	+$2.12K	0.22%	111
2022 Q3	$292K	Buy	12,088 +44	+0.4%	+$1.08K	0.24%	99
2022 Q2	$296K	Sell	12,044 -24,030	-67%	-$592K	0.27%	99
2022 Q1	$894K	Buy	36,074 +12,040	+50%	+$302K	0.2%	107
2021 Q4	$611K	Buy	24,034 +24	+0.1%	+$612	0.17%	127
2021 Q3	$615K	Buy	24,010 +12,016	+100%	+$308K	0.19%	107
2021 Q2	$307K	Buy	11,994 +14	+0.1%	+$359	0.23%	108
2021 Q1	$307K	Buy	11,980 +12	+0.1%	+$308	0.25%	100
2020 Q4	$308K	Buy	+11,968	New	+$308K	0.27%	87

Other funds holding SCHO

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

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

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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Latitude Advisors's SCHO Position: Q2 2026 in Review

Latitude Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.93% in Q2 2026, buying an estimated $3.12K and bringing the position to 13,962 shares worth $337K. The position accounts for 0.13% of the portfolio, ranked #169.

Latitude Advisors first reported a position in SCHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $894K in Q1 2022. 335 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Latitude Advisors held 13,962 shares of Schwab Short-Term US Treasury ETF worth $337K as of Q2 2026.
Latitude Advisors bought 129 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.12K.
Schwab Short-Term US Treasury ETF made up 0.13% of Latitude Advisors's portfolio in Q2 2026, its #169 holding.
Latitude Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
Latitude Advisors's Schwab Short-Term US Treasury ETF position peaked at $894K in Q1 2022.
335 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.