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

Olistico 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	$990	Hold	41	–	–	﹤0.01%	320
2026 Q1	$995	Hold	41	–	–	﹤0.01%	328
2025 Q4	$999	Buy	+41	New	+$1K	﹤0.01%	327
2025 Q3	–	Sell	-41	Closed	-$1K	–	288
2025 Q2	$1K	Hold	41	–	–	﹤0.01%	353
2025 Q1	$998	Buy	+41	New	+$993	﹤0.01%	323

Other funds holding SCHO

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Olistico Wealth's SCHO Position: Q2 2026 in Review

Olistico Wealth held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 41 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Olistico Wealth first reported a position in SCHO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1K in Q2 2025. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Olistico Wealth held 41 shares of Schwab Short-Term US Treasury ETF worth $990 as of Q2 2026.
Olistico Wealth left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #320 holding.
Olistico Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Olistico Wealth's Schwab Short-Term US Treasury ETF position peaked at $1K in Q2 2025.
136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.