MBE Wealth Management
SCHO icon

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
Q3 		$1.37M Sell
57,274
-1,024
-2% -$24.6K 0.48% 34
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

MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

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

MBE Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.8% in Q3 2026, selling an estimated $24.6K and leaving 57,274 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #34.

MBE Wealth Management first reported a position in SCHO in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.07M in Q1 2021. 343 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • MBE Wealth Management held 57,274 shares of Schwab Short-Term US Treasury ETF worth $1.37M as of Q3 2026.
  • MBE Wealth Management sold 1,024 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $24.6K.
  • Schwab Short-Term US Treasury ETF made up 0.48% of MBE Wealth Management's portfolio in Q3 2026, its #34 holding.
  • MBE Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 28 quarters since.
  • MBE Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $3.07M in Q1 2021.
  • 343 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.