Measured Wealth Private Client Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Measured Wealth Private Client Group’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	$34K	Sell	1,408 -268	-16%	-$6.48K	0.01%	386
2026 Q1	$40.7K	Sell	1,676 -431	-20%	-$10.5K	0.01%	324
2025 Q4	$51.3K	Buy	2,107 +431	+26%	+$10.5K	0.01%	309
2025 Q3	$40.9K	Buy	+1,676	New	+$40.8K	0.01%	327

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Measured Wealth Private Client Group's SCHO Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 16% in Q2 2026, selling an estimated $6.48K and leaving 1,408 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #386.

Measured Wealth Private Client Group first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $51.3K in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Measured Wealth Private Client Group held 1,408 shares of Schwab Short-Term US Treasury ETF worth $34K as of Q2 2026.
Measured Wealth Private Client Group sold 268 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $6.48K.
Schwab Short-Term US Treasury ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #386 holding.
Measured Wealth Private Client Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Measured Wealth Private Client Group's Schwab Short-Term US Treasury ETF position peaked at $51.3K in Q4 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.