NFG
SCHO icon

Nations Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Nations Financial 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 		$1.41M Buy
58,474
+1,664
+3% +$40.2K 0.07% 293
2026
Q1 		$1.38M Buy
56,810
+6,580
+13% +$160K 0.07% 292
2025
Q4 		$1.22M Buy
50,230
+23,404
+87% +$571K 0.06% 298
2025
Q3 		$655K Buy
+26,826
New +$653K 0.04% 428

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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

Nations Financial Group's SCHO Position: Q2 2026 in Review

Nations Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.9% in Q2 2026, buying an estimated $40.2K and bringing the position to 58,474 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #293.

Nations Financial Group first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Nations Financial Group held 58,474 shares of Schwab Short-Term US Treasury ETF worth $1.41M as of Q2 2026.
  • Nations Financial Group bought 1,664 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $40.2K.
  • Schwab Short-Term US Treasury ETF made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #293 holding.
  • Nations Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.