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Main Street Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Main Street Group’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 		$3.64M Sell
150,987
-30,344
-17% -$733K 0.85% 17
2026
Q1 		$4.4M Sell
181,331
-45,605
-20% -$1.11M 1.29% 13
2025
Q4 		$5.53M Sell
226,936
-402,296
-64% -$9.81M 1.91% 9
2025
Q3 		$15.4M Buy
629,232
+14,120
+2% +$344K 4.5% 4
2025
Q2 		$15M Buy
615,112
+105,968
+21% +$2.57M 4.88% 4
2025
Q1 		$12.4M Buy
509,144
+27,284
+6% +$661K 4.77% 4
2024
Q4 		$11.6M Buy
481,860
+30,720
+7% +$744K 4.3% 4
2024
Q3 		$11M Buy
451,140
+51,632
+13% +$1.26M 4.36% 4
2024
Q2 		$9.57M Buy
399,508
+12,652
+3% +$303K 3.98% 5
2024
Q1 		$9.28M Buy
386,856
+22,906
+6% +$553K 4.04% 5
2023
Q4 		$8.82M Buy
+363,950
New +$8.74M 3.07% 7

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Main Street Group's SCHO Position: Q2 2026 in Review

Main Street Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 17% in Q2 2026, selling an estimated $733K and leaving 150,987 shares worth $3.64M. The position accounts for 0.85% of the portfolio, ranked #17.

Main Street Group first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.4M in Q3 2025. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Main Street Group held 150,987 shares of Schwab Short-Term US Treasury ETF worth $3.64M as of Q2 2026.
  • Main Street Group sold 30,344 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $733K.
  • Schwab Short-Term US Treasury ETF made up 0.85% of Main Street Group's portfolio in Q2 2026, its #17 holding.
  • Main Street Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Main Street Group's Schwab Short-Term US Treasury ETF position peaked at $15.4M in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.