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

Maridea 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 Q2	$2.35M	Buy	+97,528	New	+$2.36M	0.25%	95
2025 Q4	–	Sell	-11,725	Closed	-$287K	–	450
2025 Q3	$287K	Sell	11,725 -8	-0.1%	-$195	0.04%	330
2025 Q2	$286K	Sell	11,733 -6,088	-34%	-$148K	0.07%	223
2025 Q1	$434K	Buy	17,821 +7,252	+69%	+$176K	0.14%	152
2024 Q4	$254K	Buy	+10,569	New	+$256K	0.08%	197

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 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

Maridea Wealth Management's SCHO Position: Q2 2026 in Review

Maridea Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 97,528 shares worth $2.35M. The stake represents 0.25% of the portfolio and ranks #95 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in SCHO as recently as Q3 2025.

Maridea Wealth Management first reported a position in SCHO in Q4 2024 and has held it in 5 quarters since. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Maridea Wealth Management held 97,528 shares of Schwab Short-Term US Treasury ETF worth $2.35M as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Maridea Wealth Management position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.25% of Maridea Wealth Management's portfolio in Q2 2026, its #95 holding.
Maridea Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 5 quarters since.
722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.