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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
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

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

PFG Advisors's SCHO Position: Q2 2026 in Review

PFG Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 28% in Q2 2026, buying an estimated $58.3K and bringing the position to 11,129 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #691.

PFG Advisors first reported a position in SCHO in Q3 2019 and has held it in 13 quarters since. The position peaked at $524K in Q3 2020. 290 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • PFG Advisors held 11,129 shares of Schwab Short-Term US Treasury ETF worth $269K as of Q2 2026.
  • PFG Advisors bought 2,412 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $58.3K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #691 holding.
  • PFG Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 13 quarters since.
  • PFG Advisors's Schwab Short-Term US Treasury ETF position peaked at $524K in Q3 2020.
  • 290 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.