MWM
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Maltin Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Maltin Wealth Management’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
Q3 		$9.76M Buy
409,025
+96,939
+31% +$2.33M 3.16% 7
2026
Q2 		$7.53M Buy
312,086
+99,901
+47% +$2.41M 2.52% 10
2026
Q1 		$5.15M Buy
212,185
+4,300
+2% +$105K 1.97% 13
2025
Q4 		$5.07M Buy
207,885
+3,578
+2% +$87.2K 2.02% 13
2025
Q3 		$4.99M Sell
204,307
-15,076
-7% -$367K 2.07% 13
2025
Q2 		$5.35M Buy
219,383
+17,687
+9% +$430K 2.41% 9
2025
Q1 		$4.91M Buy
201,696
+8,075
+4% +$196K 2.31% 11
2024
Q4 		$4.66M Sell
193,621
-8,851
-4% -$214K 2.29% 9
2024
Q3 		$4.96M Sell
202,472
-6,972
-3% -$169K 2.41% 9
2024
Q2 		$5.04M Buy
209,444
+64,930
+45% +$1.56M 2.71% 7
2024
Q1 		$3.48M Buy
144,514
+2,972
+2% +$71.8K 1.96% 12
2023
Q4 		$3.43M Buy
141,542
+59,178
+72% +$1.42M 2.18% 9
2023
Q3 		$1.97M Buy
+82,364
New +$1.97M 1.38% 26

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Maltin Wealth Management's SCHO Position: Q3 2026 in Review

Maltin Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 31% in Q3 2026, buying an estimated $2.33M and bringing the position to 409,025 shares worth $9.76M. The position accounts for 3.16% of the portfolio, ranked #7.

Maltin Wealth Management first reported a position in SCHO in Q3 2023 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Maltin Wealth Management held 409,025 shares of Schwab Short-Term US Treasury ETF worth $9.76M as of Q3 2026.
  • Maltin Wealth Management bought 96,939 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $2.33M.
  • Schwab Short-Term US Treasury ETF made up 3.16% of Maltin Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Maltin Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and has held it in 13 quarters since.
  • 80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.