MPWM Advisory Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
MPWM Advisory Solutions's SCHO Position: Q2 2026 in Review
MPWM Advisory Solutions reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.67% in Q2 2026, selling an estimated $7.37K and leaving 45,160 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #35.
MPWM Advisory Solutions first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- MPWM Advisory Solutions held 45,160 shares of Schwab Short-Term US Treasury ETF worth $1.09M as of Q2 2026.
- MPWM Advisory Solutions sold 305 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $7.37K.
- Schwab Short-Term US Treasury ETF made up 0.5% of MPWM Advisory Solutions's portfolio in Q2 2026, its #35 holding.
- MPWM Advisory Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
- MPWM Advisory Solutions's Schwab Short-Term US Treasury ETF position peaked at $1.26M in Q4 2025.
- 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.