Mainsail Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Mainsail Financial 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	$1.09M	Sell	44,953 -42,591	-49%	-$1.03M	0.37%	45
2026 Q1	$2.12M	Sell	87,544 -1,658	-2%	-$40.4K	0.89%	31
2025 Q4	$2.17M	Sell	89,202 -1,980	-2%	-$48.3K	0.9%	33
2025 Q3	$2.22M	Buy	91,182 +6,234	+7%	+$152K	0.96%	32
2025 Q2	$2.06M	Buy	+84,948	New	+$2.06M	0.96%	30

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mainsail Financial Group's SCHO Position: Q2 2026 in Review

Mainsail Financial Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 49% in Q2 2026, selling an estimated $1.03M and leaving 44,953 shares worth $1.09M. The position accounts for 0.37% of the portfolio, ranked #45.

Mainsail Financial Group first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.22M in Q3 2025. 178 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Mainsail Financial Group held 44,953 shares of Schwab Short-Term US Treasury ETF worth $1.09M as of Q2 2026.
Mainsail Financial Group sold 42,591 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.03M.
Schwab Short-Term US Treasury ETF made up 0.37% of Mainsail Financial Group's portfolio in Q2 2026, its #45 holding.
Mainsail Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Mainsail Financial Group's Schwab Short-Term US Treasury ETF position peaked at $2.22M in Q3 2025.
178 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.