MassMutual Private Wealth & Trust’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MassMutual Private Wealth & Trust’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	$41M	Buy	1,696,406 +551,336	+48%	+$13.3M	1.06%	24
2026 Q1	$27.8M	Buy	1,145,070 +296,365	+35%	+$7.21M	0.76%	37
2025 Q4	$20.7M	Buy	848,705 +7,862	+0.9%	+$192K	0.53%	46
2025 Q3	$20.5M	Buy	840,843 +16,425	+2%	+$400K	0.52%	48
2025 Q2	$20.1M	Sell	824,418 -7,008	-0.8%	-$170K	0.54%	50
2025 Q1	$20.2M	Buy	831,426 +7,221	+0.9%	+$175K	0.59%	47
2024 Q4	$19.8M	Buy	824,205 +85,619	+12%	+$2.07M	0.56%	49
2024 Q3	$18.1M	Sell	738,586 -400,026	-35%	-$9.72M	0.52%	53
2024 Q2	$27.4M	Sell	1,138,612 -253,712	-18%	-$6.09M	0.83%	30
2024 Q1	$33.6M	Buy	1,392,324 +659,522	+90%	+$15.9M	1.04%	21
2023 Q4	$17.8M	Buy	732,802 +39,284	+6%	+$943K	0.6%	45
2023 Q3	$16.6M	Buy	693,518 +196,126	+39%	+$4.7M	0.61%	44
2023 Q2	$12M	Buy	497,392 +16,318	+3%	+$396K	0.43%	60
2023 Q1	$11.7M	Buy	+481,074	New	+$11.6M	0.45%	58

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

MassMutual Private Wealth & Trust's SCHO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 48% in Q2 2026, buying an estimated $13.3M and bringing the position to 1,696,406 shares worth $41M. The position accounts for 1.06% of the portfolio, ranked #24.

MassMutual Private Wealth & Trust first reported a position in SCHO in Q1 2023 and has held it in 14 quarters since. 376 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

MassMutual Private Wealth & Trust held 1,696,406 shares of Schwab Short-Term US Treasury ETF worth $41M as of Q2 2026.
MassMutual Private Wealth & Trust bought 551,336 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $13.3M.
Schwab Short-Term US Treasury ETF made up 1.06% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #24 holding.
MassMutual Private Wealth & Trust first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
376 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.