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

Meadowbrook 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 		$335K Sell
13,908
-1,105
-7% -$26.7K 0.36% 58
2026
Q1 		$364K Buy
+15,013
New +$365K 0.48% 49

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Envestnet Asset Management
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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
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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
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

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

Meadowbrook Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.4% in Q2 2026, selling an estimated $26.7K and leaving 13,908 shares worth $335K. The position accounts for 0.36% of the portfolio, ranked #58.

Meadowbrook Wealth Management first reported a position in SCHO in Q1 2026 and has held it in 2 quarters since. The position peaked at $364K in Q1 2026. 460 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Meadowbrook Wealth Management held 13,908 shares of Schwab Short-Term US Treasury ETF worth $335K as of Q2 2026.
  • Meadowbrook Wealth Management sold 1,105 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $26.7K.
  • Schwab Short-Term US Treasury ETF made up 0.36% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Meadowbrook Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Meadowbrook Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $364K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.