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 Q3	$263K	Sell	11,008 -2,900	-21%	-$69.7K	0.28%	67
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

Other funds holding SCHO

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 21% in Q3 2026, selling an estimated $69.7K and leaving 11,008 shares worth $263K. The position accounts for 0.28% of the portfolio, ranked #67.

Meadowbrook Wealth Management first reported a position in SCHO in Q1 2026 and has held it in 3 quarters since. The position peaked at $364K in Q1 2026. 512 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Meadowbrook Wealth Management held 11,008 shares of Schwab Short-Term US Treasury ETF worth $263K as of Q3 2026.
Meadowbrook Wealth Management sold 2,900 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $69.7K.
Schwab Short-Term US Treasury ETF made up 0.28% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #67 holding.
Meadowbrook Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
Meadowbrook Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $364K in Q1 2026.
512 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.