NorthStar Asset Management (Pennsylvania)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

NorthStar Asset Management (Pennsylvania)’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	$72.2K	Buy	+3,000	New	+$72.5K	0.01%	182

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

NorthStar Asset Management (Pennsylvania)'s SCHO Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 3,000 shares worth $72.2K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings.

561 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

NorthStar Asset Management (Pennsylvania) held 3,000 shares of Schwab Short-Term US Treasury ETF worth $72.2K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.01% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #182 holding.
561 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.