Morling Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Morling Financial Advisors’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	$303K	Sell	12,559 -511	-4%	-$12.4K	0.08%	58
2026 Q1	$317K	Buy	13,070 +3,381	+35%	+$82.3K	0.1%	56
2025 Q4	$236K	Buy	9,689 +2,778	+40%	+$67.7K	0.07%	68
2025 Q3	$169K	Buy	6,911 +1,979	+40%	+$48.2K	0.06%	73
2025 Q2	$120K	Buy	4,932 +3,912	+384%	+$95K	0.04%	76
2025 Q1	$24.8K	Buy	+1,020	New	+$24.7K	0.01%	106
2024 Q1	–	Sell	-2,008	Closed	-$48.6K	–	108
2023 Q4	$48.6K	Hold	2,008	–	–	0.04%	66
2023 Q3	$48.1K	Hold	2,008	–	–	0.05%	62
2023 Q2	$48.3K	Hold	2,008	–	–	0.05%	63
2023 Q1	$49K	Buy	+2,008	New	+$48.6K	0.05%	67

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

Morling Financial Advisors's SCHO Position: Q2 2026 in Review

Morling Financial Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.9% in Q2 2026, selling an estimated $12.4K and leaving 12,559 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #58.

Morling Financial Advisors first reported a position in SCHO in Q1 2023 and has held it in 10 quarters since. The position peaked at $317K in Q1 2026. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Morling Financial Advisors held 12,559 shares of Schwab Short-Term US Treasury ETF worth $303K as of Q2 2026.
Morling Financial Advisors sold 511 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $12.4K.
Schwab Short-Term US Treasury ETF made up 0.08% of Morling Financial Advisors's portfolio in Q2 2026, its #58 holding.
Morling Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 10 quarters since.
Morling Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $317K in Q1 2026.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.