MGO One Seven’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MGO One Seven’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	$8.67M	Sell	359,258 -16,842	-4%	-$407K	0.14%	164
2026 Q1	$9.13M	Buy	376,100 +82,302	+28%	+$2M	0.18%	127
2025 Q4	$7.16M	Buy	293,798 +27,726	+10%	+$676K	0.15%	168
2025 Q3	$6.49M	Sell	266,072 -100,540	-27%	-$2.45M	0.15%	155
2025 Q2	$8.94M	Sell	366,612 -143	-0%	-$3.47K	0.29%	79
2025 Q1	$8.93M	Buy	366,755 +31,839	+10%	+$771K	0.35%	62
2024 Q4	$8.06M	Buy	334,916 +32,682	+11%	+$791K	0.31%	70
2024 Q3	$7.4M	Buy	302,234 +165,924	+122%	+$4.03M	0.32%	69
2024 Q2	$3.28M	Buy	136,310 +3,976	+3%	+$95.4K	0.16%	143
2024 Q1	$3.19M	Buy	132,334 +59,666	+82%	+$1.44M	0.17%	144
2023 Q4	$1.76M	Buy	72,668 +3,766	+5%	+$90.4K	0.1%	223
2023 Q3	$1.65M	Sell	68,902 -74,824	-52%	-$1.79M	0.13%	185
2023 Q2	$3.45M	Buy	143,726 +5,540	+4%	+$134K	0.32%	67
2023 Q1	$3.37M	Buy	138,186 +21,080	+18%	+$510K	0.21%	123
2022 Q4	$2.82M	Buy	117,106 +69,936	+148%	+$1.69M	0.28%	85
2022 Q3	$1.14K	Buy	47,170 +37,342	+380%	+$913K	0.04%	222
2022 Q2	$242K	Sell	9,828 -1,150	-10%	-$28.4K	0.03%	530
2022 Q1	$272K	Buy	10,978 +2,498	+29%	+$62.7K	0.03%	534
2021 Q4	$216K	Buy	+8,480	New	+$216K	0.02%	598
2019 Q1	–	Sell	-1,008	Closed	-$25K	–	1416
2018 Q4	$25K	Buy	+1,008	New	+$25K	0.01%	856

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

MGO One Seven's SCHO Position: Q2 2026 in Review

MGO One Seven reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.5% in Q2 2026, selling an estimated $407K and leaving 359,258 shares worth $8.67M. The position accounts for 0.14% of the portfolio, ranked #164.

MGO One Seven first reported a position in SCHO in Q4 2018 and has held it in 20 quarters since. The position peaked at $9.13M in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

MGO One Seven held 359,258 shares of Schwab Short-Term US Treasury ETF worth $8.67M as of Q2 2026.
MGO One Seven sold 16,842 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $407K.
Schwab Short-Term US Treasury ETF made up 0.14% of MGO One Seven's portfolio in Q2 2026, its #164 holding.
MGO One Seven first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 20 quarters since.
MGO One Seven's Schwab Short-Term US Treasury ETF position peaked at $9.13M in Q1 2026.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.