MYeCFO’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MYeCFO’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 Q3	$302K	Buy	12,663 +500	+4%	+$12K	0.11%	65
2026 Q2	$294K	Buy	12,163 +2,750	+29%	+$66.5K	0.11%	62
2026 Q1	$228K	Buy	9,413 +650	+7%	+$15.8K	0.1%	63
2025 Q4	$214K	Sell	8,763 -2,560	-23%	-$62.4K	0.09%	60
2025 Q3	$276K	Sell	11,323 -5,799	-34%	-$141K	0.13%	56
2025 Q2	$417K	Buy	+17,122	New	+$416K	0.2%	47
2024 Q2	–	Sell	-40,012	Closed	-$964K	–	56
2024 Q1	$964K	Sell	40,012 -17,188	-30%	-$415K	0.57%	27
2023 Q4	$1.39M	Sell	57,200 -18,400	-24%	-$442K	0.87%	23
2023 Q3	$1.81M	Sell	75,600 -21,000	-22%	-$503K	1.26%	16
2023 Q2	$2.32M	Sell	96,600 -42,200	-30%	-$1.02M	1.69%	14
2023 Q1	$3.39M	Buy	138,800 +400	+0.3%	+$9.7K	2.54%	11
2022 Q4	$3.34M	Buy	+138,400	New	+$3.34M	2.74%	10

Other funds holding SCHO

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

MYeCFO's SCHO Position: Q3 2026 in Review

MYeCFO increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.1% in Q3 2026, buying an estimated $12K and bringing the position to 12,663 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #65.

MYeCFO first reported a position in SCHO in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.39M in Q1 2023. 367 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

MYeCFO held 12,663 shares of Schwab Short-Term US Treasury ETF worth $302K as of Q3 2026.
MYeCFO bought 500 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $12K.
Schwab Short-Term US Treasury ETF made up 0.11% of MYeCFO's portfolio in Q3 2026, its #65 holding.
MYeCFO first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 12 quarters since.
MYeCFO's Schwab Short-Term US Treasury ETF position peaked at $3.39M in Q1 2023.
367 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.