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

MBE 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	$1.41M	Sell	58,298 -1,040	-2%	-$25.1K	0.49%	31
2026 Q1	$1.44M	Sell	59,338 -15,675	-21%	-$382K	0.6%	26
2025 Q4	$1.83M	Buy	75,013 +1,638	+2%	+$39.9K	0.77%	24
2025 Q3	$1.79M	Sell	73,375 -13,381	-15%	-$326K	0.77%	24
2025 Q2	$2.12M	Buy	86,756 +14,211	+20%	+$345K	0.92%	22
2025 Q1	$1.77M	Buy	72,545 +56,099	+341%	+$1.36M	0.84%	22
2024 Q4	$396K	Hold	16,446	–	–	0.22%	56
2024 Q3	$403K	Sell	16,446 -186	-1%	-$4.52K	0.22%	59
2024 Q2	$400K	Buy	16,632 +178	+1%	+$4.27K	0.24%	57
2024 Q1	$397K	Buy	16,454 +946	+6%	+$22.8K	0.24%	57
2023 Q4	$376K	Hold	15,508	–	–	0.19%	62
2023 Q3	$371K	Sell	15,508 -634	-4%	-$15.2K	0.21%	53
2023 Q2	$388K	Sell	16,142 -620	-4%	-$15K	0.21%	52
2023 Q1	$409K	Sell	16,762 -658	-4%	-$15.9K	0.24%	46
2022 Q4	$420K	Hold	17,420	–	–	0.27%	40
2022 Q3	$420K	Sell	17,420 -222	-1%	-$5.43K	0.31%	33
2022 Q2	$434K	Sell	17,642 -1,420	-7%	-$35K	0.3%	34
2022 Q1	$472K	Sell	19,062 -2,226	-10%	-$55.9K	0.28%	32
2021 Q4	$541K	Sell	21,288 -220	-1%	-$5.61K	0.28%	26
2021 Q3	$550K	Sell	21,508 -17,262	-45%	-$442K	0.28%	23
2021 Q2	$993K	Sell	38,770 -80,968	-68%	-$2.08M	0.51%	17
2021 Q1	$3.07M	Buy	119,738 +4,768	+4%	+$122K	1.67%	14
2020 Q4	$2.95M	Buy	114,970 +30,100	+35%	+$774K	2%	12
2020 Q3	$2.19M	Hold	84,870	–	–	1.84%	12
2020 Q2	$2.19M	Buy	84,870 +8,622	+11%	+$223K	1.84%	12
2020 Q1	$1.97M	Buy	76,248 +2,608	+4%	+$66.4K	1.88%	10
2019 Q4	$1.86M	Buy	+73,640	New	+$1.86M	1.86%	11

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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

MBE Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.8% in Q2 2026, selling an estimated $25.1K and leaving 58,298 shares worth $1.41M. The position accounts for 0.49% of the portfolio, ranked #31.

MBE Wealth Management first reported a position in SCHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.07M in Q1 2021. 333 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

MBE Wealth Management held 58,298 shares of Schwab Short-Term US Treasury ETF worth $1.41M as of Q2 2026.
MBE Wealth Management sold 1,040 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $25.1K.
Schwab Short-Term US Treasury ETF made up 0.49% of MBE Wealth Management's portfolio in Q2 2026, its #31 holding.
MBE Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
MBE Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $3.07M in Q1 2021.
333 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.