Noble Family Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Noble Family Wealth’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	$622K	Hold	25,773	–	–	0.11%	50
2026 Q1	$626K	Sell	25,773 -69	-0.3%	-$1.68K	0.13%	50
2025 Q4	$630K	Buy	25,842 +4,026	+18%	+$98.2K	0.13%	51
2025 Q3	$532K	Sell	21,816 -400	-2%	-$9.73K	0.12%	56
2025 Q2	$542K	Sell	22,216 -500	-2%	-$12.1K	0.13%	51
2025 Q1	$553K	Sell	22,716 -1,000	-4%	-$24.2K	0.15%	47
2024 Q4	$572K	Hold	23,716	–	–	0.16%	47
2024 Q3	$581K	Sell	23,716 -2,000	-8%	-$48.6K	0.16%	48
2024 Q2	$619K	Sell	25,716 -4,650	-15%	-$112K	0.18%	47
2024 Q1	$732K	Sell	30,366 -3,636	-11%	-$87.8K	0.21%	45
2023 Q4	$824K	Sell	34,002 -2,474	-7%	-$59.4K	0.25%	42
2023 Q3	$873K	Sell	36,476 -7,956	-18%	-$191K	0.29%	39
2023 Q2	$1.07M	Sell	44,432 -8,000	-15%	-$194K	0.35%	37
2023 Q1	$1.28M	Buy	+52,432	New	+$1.27M	0.44%	36

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

Noble Family Wealth's SCHO Position: Q2 2026 in Review

Noble Family Wealth held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 25,773 shares worth $622K. The position accounts for 0.11% of the portfolio, ranked #50.

Noble Family Wealth first reported a position in SCHO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.28M in Q1 2023. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Noble Family Wealth held 25,773 shares of Schwab Short-Term US Treasury ETF worth $622K as of Q2 2026.
Noble Family Wealth left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.11% of Noble Family Wealth's portfolio in Q2 2026, its #50 holding.
Noble Family Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Noble Family Wealth's Schwab Short-Term US Treasury ETF position peaked at $1.28M in Q1 2023.
722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.