OBWG
SCHO icon

Onyx Bridge Wealth Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Onyx Bridge Wealth 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 		$416K Hold
17,229
– – 0.04% 267
2026
Q1 		$418K Hold
17,229
– – 0.05% 244
2025
Q4 		$420K Buy
+17,229
New +$420K 0.04% 242
2021
Q3 		– Sell
-8,982
Closed -$230K – 162
2021
Q2 		$230K Buy
+8,982
New +$230K 0.1% 103

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

Onyx Bridge Wealth Group's SCHO Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 17,229 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #267.

Onyx Bridge Wealth Group first reported a position in SCHO in Q2 2021 and has held it in 4 quarters since. The position peaked at $420K in Q4 2025. 269 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Onyx Bridge Wealth Group held 17,229 shares of Schwab Short-Term US Treasury ETF worth $416K as of Q2 2026.
  • Onyx Bridge Wealth Group left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #267 holding.
  • Onyx Bridge Wealth Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's Schwab Short-Term US Treasury ETF position peaked at $420K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.