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

Legacy Edge 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	$654K	Buy	+26,822	New	+$648K	0.09%	100

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

Legacy Edge Advisors's SCHO Position: Q2 2026 in Review

Legacy Edge Advisors opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 26,822 shares worth $654K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings.

524 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Legacy Edge Advisors held 26,822 shares of Schwab Short-Term US Treasury ETF worth $654K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Legacy Edge Advisors position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.09% of Legacy Edge Advisors's portfolio in Q2 2026, its #100 holding.
524 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.