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Members Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Members Advisory 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 		– Sell
-396,056
Closed -$9.61M – 44
2026
Q1 		$9.61M Buy
+396,056
New +$9.64M 3.3% 11
2024
Q4 		– Sell
-21,600
Closed -$529K – 39
2024
Q3 		$529K Sell
21,600
-6,106
-22% -$148K 0.26% 26
2024
Q2 		$667K Sell
27,706
-13,776
-33% -$330K 0.36% 21
2024
Q1 		$1,000K Sell
41,482
-37,874
-48% -$915K 0.57% 14
2023
Q4 		$1.92M Sell
79,356
-97,436
-55% -$2.34M 1.13% 13
2023
Q3 		$4.23M Sell
176,792
-47,642
-21% -$1.14M 2.73% 11
2023
Q2 		$5.39M Sell
224,434
-8,094
-3% -$196K 3.36% 10
2023
Q1 		$5.67M Sell
232,528
-2,562
-1% -$62K 3.67% 10
2022
Q4 		$5.67M Sell
235,090
-338,202
-59% -$8.15M 3.85% 9
2022
Q3 		$13.8M Buy
573,292
+3,710
+0.7% +$90.7K 10.27% 4
2022
Q2 		$14M Sell
569,582
-7,022
-1% -$173K 9.93% 4
2022
Q1 		$14.3M Buy
+576,604
New +$14.5M 9.2% 4

Other funds holding SCHO

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
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
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

Members Advisory Group's SCHO Position: Q2 2026 in Review

Members Advisory Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 396,056 shares — an estimated $9.61M sold.

Members Advisory Group first reported a position in SCHO in Q1 2022 and held it in 12 quarters. The position peaked at $14.3M in Q1 2022. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Members Advisory Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Members Advisory Group sold 396,056 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $9.61M.
  • Members Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and held it in 12 quarters.
  • Members Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $14.3M in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Members Advisory Group's 13F filing for Q2 2026, filed 15 Jul 2026.