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Meridian Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Meridian Wealth Partners’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 		$14.1M Buy
582,657
+40,004
+7% +$967K 1.7% 16
2026
Q1 		$13.2M Buy
542,653
+22,498
+4% +$548K 1.81% 16
2025
Q4 		$12.7M Buy
520,155
+21,765
+4% +$531K 1.75% 16
2025
Q3 		$12.2M Buy
498,390
+28,197
+6% +$686K 1.67% 16
2025
Q2 		$11.5M Buy
470,193
+22,801
+5% +$554K 1.66% 16
2025
Q1 		$10.9M Sell
447,392
-1,722
-0.4% -$41.7K 1.74% 16
2024
Q4 		$10.8M Buy
449,114
+19,992
+5% +$484K 1.64% 17
2024
Q3 		$10.5M Buy
429,122
+45,838
+12% +$1.11M 1.63% 15
2024
Q2 		$9.22M Buy
383,284
+14,016
+4% +$336K 1.63% 14
2024
Q1 		$8.9M Sell
369,268
-320,066
-46% -$7.73M 1.61% 14
2023
Q4 		$16.7M Sell
689,334
-36
-0% -$864 3.19% 9
2023
Q3 		$16.5M Buy
689,370
+35,414
+5% +$849K 3.44% 8
2023
Q2 		$15.7M Buy
653,956
+45,562
+7% +$1.1M 3.23% 10
2023
Q1 		$14.8M Buy
608,394
+13,748
+2% +$333K 3.23% 9
2022
Q4 		$14.3M Buy
594,646
+8,274
+1% +$199K 3.32% 9
2022
Q3 		$14.1M Sell
586,372
-61,214
-9% -$1.5M 3.54% 8
2022
Q2 		$15.9M Sell
647,586
-477,494
-42% -$11.8M 3.78% 7
2022
Q1 		$27.9M Buy
1,125,080
+546,412
+94% +$13.7M 5.86% 7
2021
Q4 		$14.7M Buy
578,668
+12,530
+2% +$319K 2.95% 10
2021
Q3 		$14.5M Buy
566,138
+18,902
+3% +$484K 3.14% 9
2021
Q2 		$14M Buy
547,236
+26,358
+5% +$676K 3.27% 7
2021
Q1 		$13.4M Buy
520,878
+43,020
+9% +$1.1M 4.01% 6
2020
Q4 		$12.3M Sell
477,858
-740,456
-61% -$19M 5.07% 6
2020
Q3 		$31.4M Buy
1,218,314
+23,102
+2% +$595K 15.82% 1
2020
Q2 		$30.9M Buy
1,195,212
+51,968
+5% +$1.34M 16.59% 1
2020
Q1 		$29.6M Buy
1,143,244
+147,190
+15% +$3.75M 17.6% 1
2019
Q4 		$25.1M Buy
+996,054
New +$25.2M 15.66% 1

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meridian Wealth Partners's SCHO Position: Q2 2026 in Review

Meridian Wealth Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.4% in Q2 2026, buying an estimated $967K and bringing the position to 582,657 shares worth $14.1M. The position accounts for 1.7% of the portfolio, ranked #16.

Meridian Wealth Partners first reported a position in SCHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $31.4M in Q3 2020. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Meridian Wealth Partners held 582,657 shares of Schwab Short-Term US Treasury ETF worth $14.1M as of Q2 2026.
  • Meridian Wealth Partners bought 40,004 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $967K.
  • Schwab Short-Term US Treasury ETF made up 1.7% of Meridian Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Meridian Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
  • Meridian Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $31.4M in Q3 2020.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.