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National Wealth Management Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

National Wealth Management Group’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 		$2.83M Buy
117,125
+4,580
+4% +$111K 0.87% 32
2026
Q1 		$2.73M Buy
112,545
+2,611
+2% +$63.6K 1.02% 29
2025
Q4 		$2.68M Buy
109,934
+21,559
+24% +$526K 0.93% 28
2025
Q3 		$2.16M Buy
88,375
+14,136
+19% +$344K 0.81% 30
2025
Q2 		$1.81M Buy
74,239
+6,321
+9% +$154K 1.01% 24
2025
Q1 		$1.65M Buy
67,918
+12,588
+23% +$305K 1.09% 25
2024
Q4 		$1.33M Sell
55,330
-139,320
-72% -$3.37M 0.89% 26
2024
Q3 		$4.77M Buy
194,650
+13,516
+7% +$329K 3.23% 8
2024
Q2 		$4.36M Sell
181,134
-2,580
-1% -$61.9K 3.32% 7
2024
Q1 		$4.43M Buy
183,714
+135,018
+277% +$3.26M 3.45% 4
2023
Q4 		$1.18M Buy
48,696
+24,220
+99% +$582K 1.14% 27
2023
Q3 		$586K Buy
24,476
+3,312
+16% +$79.4K 0.64% 43
2023
Q2 		$508K Buy
21,164
+2,068
+11% +$50.1K 0.53% 61
2023
Q1 		$465K Buy
+19,096
New +$462K 0.53% 50

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

National Wealth Management Group's SCHO Position: Q2 2026 in Review

National Wealth Management Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.1% in Q2 2026, buying an estimated $111K and bringing the position to 117,125 shares worth $2.83M. The position accounts for 0.87% of the portfolio, ranked #32.

National Wealth Management Group first reported a position in SCHO in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.77M in Q3 2024. 192 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • National Wealth Management Group held 117,125 shares of Schwab Short-Term US Treasury ETF worth $2.83M as of Q2 2026.
  • National Wealth Management Group bought 4,580 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $111K.
  • Schwab Short-Term US Treasury ETF made up 0.87% of National Wealth Management Group's portfolio in Q2 2026, its #32 holding.
  • National Wealth Management Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • National Wealth Management Group's Schwab Short-Term US Treasury ETF position peaked at $4.77M in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.