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

Newbridge Financial Services 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	$21.8K	Buy	901 +37	+4%	+$894	﹤0.01%	696
2026 Q1	$21K	Hold	864	–	–	﹤0.01%	627
2025 Q4	$21.1K	Buy	+864	New	+$21.1K	﹤0.01%	630
2025 Q3	–	Sell	-864	Closed	-$21.1K	–	1377
2025 Q2	$21.1K	Hold	864	–	–	﹤0.01%	711
2025 Q1	$21K	Hold	864	–	–	0.01%	539
2024 Q4	$20.8K	Buy	+864	New	+$20.9K	0.01%	593
2024 Q3	–	Sell	-864	Closed	-$20.8K	–	1024
2024 Q2	$20.8K	Hold	864	–	–	0.01%	561
2024 Q1	$20.8K	Hold	864	–	–	0.01%	584
2023 Q4	$20.9K	Hold	864	–	–	0.01%	586
2023 Q3	$20.7K	Hold	864	–	–	0.01%	638
2023 Q2	$20.8K	Hold	864	–	–	0.01%	688
2023 Q1	$21.1K	Hold	864	–	–	0.01%	696
2022 Q4	$20.8K	Buy	+864	New	+$20.8K	0.01%	711

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

Newbridge Financial Services Group's SCHO Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.3% in Q2 2026, buying an estimated $894 and bringing the position to 901 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Newbridge Financial Services Group first reported a position in SCHO in Q4 2022 and has held it in 13 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Newbridge Financial Services Group held 901 shares of Schwab Short-Term US Treasury ETF worth $21.8K as of Q2 2026.
Newbridge Financial Services Group bought 37 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $894.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #696 holding.
Newbridge Financial Services Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 13 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.