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

Physician Wealth 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	$27.8K	Sell	1,150 -238	-17%	-$5.75K	﹤0.01%	574
2026 Q1	$33.7K	Buy	+1,388	New	+$33.8K	﹤0.01%	491
2025 Q3	–	Sell	-268	Closed	-$6.53K	–	2035
2025 Q2	$6.53K	Hold	268	–	–	﹤0.01%	735
2025 Q1	$6.52K	Hold	268	–	–	﹤0.01%	689
2024 Q4	$6.45K	Buy	+268	New	+$6.49K	﹤0.01%	693

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

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

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

Physician Wealth Advisors's SCHO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 17% in Q2 2026, selling an estimated $5.75K and leaving 1,150 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Physician Wealth Advisors first reported a position in SCHO in Q4 2024 and has held it in 5 quarters since. The position peaked at $33.7K in Q1 2026. 156 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Physician Wealth Advisors held 1,150 shares of Schwab Short-Term US Treasury ETF worth $27.8K as of Q2 2026.
Physician Wealth Advisors sold 238 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $5.75K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #574 holding.
Physician Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 5 quarters since.
Physician Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $33.7K in Q1 2026.
156 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.