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

Lauterbach Financial 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 		$227K Sell
9,408
-65
-0.7% -$1.57K 0.1% 80
2026
Q1 		$230K Sell
9,473
-4,908
-34% -$119K 0.11% 74
2025
Q4 		$350K Buy
14,381
+99
+0.7% +$2.41K 0.17% 65
2025
Q3 		$348K Buy
14,282
+3,378
+31% +$82.2K 0.18% 65
2025
Q2 		$266K Buy
10,904
+79
+0.7% +$1.92K 0.15% 69
2025
Q1 		$263K Buy
10,825
+54
+0.5% +$1.31K 0.16% 62
2024
Q4 		$259K Buy
10,771
+101
+0.9% +$2.45K 0.16% 59
2024
Q3 		$261K Buy
10,670
+56
+0.5% +$1.36K 0.16% 57
2024
Q2 		$259K Buy
10,614
+844
+9% +$20.2K 0.17% 54
2024
Q1 		$235K Buy
9,770
+48
+0.5% +$1.16K 0.15% 59
2023
Q4 		$235K Buy
9,722
+90
+0.9% +$2.16K 0.16% 58
2023
Q3 		$231K Buy
9,632
+290
+3% +$6.95K 0.18% 54
2023
Q2 		$224K Buy
9,342
+56
+0.6% +$1.36K 0.17% 56
2023
Q1 		$227K Buy
+9,286
New +$225K 0.18% 53
2022
Q4 		– Sell
-11,558
Closed -$279K – 54
2022
Q3 		$279K Buy
11,558
+1,100
+11% +$26.9K 0.28% 36
2022
Q2 		$257K Buy
+10,458
New +$258K 0.24% 42

Other funds holding SCHO

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
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
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

Lauterbach Financial Advisors's SCHO Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.69% in Q2 2026, selling an estimated $1.57K and leaving 9,408 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #80.

Lauterbach Financial Advisors first reported a position in SCHO in Q2 2022 and has held it in 16 quarters since. The position peaked at $350K in Q4 2025. 349 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Lauterbach Financial Advisors held 9,408 shares of Schwab Short-Term US Treasury ETF worth $227K as of Q2 2026.
  • Lauterbach Financial Advisors sold 65 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.57K.
  • Schwab Short-Term US Treasury ETF made up 0.1% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • Lauterbach Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 16 quarters since.
  • Lauterbach Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $350K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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