MBM Wealth Consultants’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MBM Wealth Consultants’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	$26.8M	Buy	1,110,545 +147,695	+15%	+$3.57M	5.17%	6
2026 Q1	$23.4M	Buy	962,850 +63,131	+7%	+$1.54M	5.36%	6
2025 Q4	$21.9M	Buy	899,719 +92,967	+12%	+$2.27M	5.21%	6
2025 Q3	$19.7M	Buy	806,752 +194,478	+32%	+$4.73M	4.89%	7
2025 Q2	$14.9M	Buy	612,274 +39,555	+7%	+$961K	4%	8
2025 Q1	$13.9M	Buy	572,719 +51,907	+10%	+$1.26M	4.12%	8
2024 Q4	$12.6M	Buy	520,812 +114,974	+28%	+$2.78M	3.74%	9
2024 Q3	$9.94M	Buy	405,838 +102,816	+34%	+$2.5M	3.13%	9
2024 Q2	$7.29M	Sell	303,022 -14,998	-5%	-$360K	2.49%	11
2024 Q1	$7.67M	Buy	318,020 +12,698	+4%	+$307K	2.7%	11
2023 Q4	$7.41M	Buy	305,322 +50,660	+20%	+$1.22M	2.77%	11
2023 Q3	$6.09M	Buy	+254,662	New	+$6.1M	2.65%	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

MBM Wealth Consultants's SCHO Position: Q2 2026 in Review

MBM Wealth Consultants increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 15% in Q2 2026, buying an estimated $3.57M and bringing the position to 1,110,545 shares worth $26.8M. The position accounts for 5.17% of the portfolio, ranked #6.

MBM Wealth Consultants first reported a position in SCHO in Q3 2023 and has held it in 12 quarters since. 341 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

MBM Wealth Consultants held 1,110,545 shares of Schwab Short-Term US Treasury ETF worth $26.8M as of Q2 2026.
MBM Wealth Consultants bought 147,695 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.57M.
Schwab Short-Term US Treasury ETF made up 5.17% of MBM Wealth Consultants's portfolio in Q2 2026, its #6 holding.
MBM Wealth Consultants first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
341 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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