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Marshall & Sterling Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Marshall & Sterling Wealth 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 		$153K Buy
6,358
+59
+0.9% +$1.43K 0.09% 104
2026
Q1 		$153K Buy
6,299
+40
+0.6% +$974 0.1% 101
2025
Q4 		$153K Buy
6,259
+79
+1% +$1.93K 0.1% 96
2025
Q3 		$151K Buy
6,180
+63
+1% +$1.53K 0.1% 100
2025
Q2 		$149K Buy
6,117
+64
+1% +$1.55K 0.1% 95
2025
Q1 		$147K Buy
6,053
+43
+0.7% +$1.04K 0.1% 96
2024
Q4 		$145K Buy
+6,010
New +$146K 0.1% 93

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

Marshall & Sterling Wealth Advisors's SCHO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.94% in Q2 2026, buying an estimated $1.43K and bringing the position to 6,358 shares worth $153K. The position accounts for 0.09% of the portfolio, ranked #104.

Marshall & Sterling Wealth Advisors first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 6,358 shares of Schwab Short-Term US Treasury ETF worth $153K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 59 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.43K.
  • Schwab Short-Term US Treasury ETF made up 0.09% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 187 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.