PFG Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

PFG Advisors’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 Q3	$285K	Buy	11,947 +818	+7%	+$19.7K	0.01%	644
2026 Q2	$269K	Buy	11,129 +2,412	+28%	+$58.3K	0.01%	691
2026 Q1	$212K	Sell	8,717 -1,194	-12%	-$29.1K	0.01%	757
2025 Q4	$242K	Buy	9,911 +826	+9%	+$20.1K	0.01%	706
2025 Q3	$222K	Buy	+9,085	New	+$221K	0.01%	774
2021 Q4	–	Sell	-7,848	Closed	-$201K	–	545
2021 Q3	$201K	Sell	7,848 -3,382	-30%	-$86.7K	0.02%	489
2021 Q2	$288K	Sell	11,230 -1,782	-14%	-$45.7K	0.03%	404
2021 Q1	$334K	Sell	13,012 -4,726	-27%	-$121K	0.04%	356
2020 Q4	$456K	Sell	17,738 -2,642	-13%	-$67.9K	0.08%	252
2020 Q3	$524K	Buy	20,380 +9,466	+87%	+$244K	0.1%	229
2020 Q2	$281K	Sell	10,914 -2,570	-19%	-$66.4K	0.06%	258
2020 Q1	$349K	Sell	13,484 -1,024	-7%	-$26.1K	0.09%	211
2019 Q4	$366K	Buy	14,508 +3,356	+30%	+$84.8K	0.09%	224
2019 Q3	$283K	Buy	+11,152	New	+$282K	0.08%	251

Other funds holding SCHO

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

PFG Advisors's SCHO Position: Q3 2026 in Review

PFG Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.4% in Q3 2026, buying an estimated $19.7K and bringing the position to 11,947 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #644.

PFG Advisors first reported a position in SCHO in Q3 2019 and has held it in 14 quarters since. The position peaked at $524K in Q3 2020. 442 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

PFG Advisors held 11,947 shares of Schwab Short-Term US Treasury ETF worth $285K as of Q3 2026.
PFG Advisors bought 818 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $19.7K.
Schwab Short-Term US Treasury ETF made up 0.01% of PFG Advisors's portfolio in Q3 2026, its #644 holding.
PFG Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 14 quarters since.
PFG Advisors's Schwab Short-Term US Treasury ETF position peaked at $524K in Q3 2020.
442 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.