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Pine Grove Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pine Grove Financial 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 		$711K Buy
29,457
+620
+2% +$15K 0.07% 114
2026
Q1 		$700K Buy
28,837
+1,993
+7% +$48.5K 0.08% 103
2025
Q4 		$654K Buy
+26,844
New +$655K 0.08% 104

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pine Grove Financial Group's SCHO Position: Q2 2026 in Review

Pine Grove Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.2% in Q2 2026, buying an estimated $15K and bringing the position to 29,457 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #114.

Pine Grove Financial Group first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Pine Grove Financial Group held 29,457 shares of Schwab Short-Term US Treasury ETF worth $711K as of Q2 2026.
  • Pine Grove Financial Group bought 620 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $15K.
  • Schwab Short-Term US Treasury ETF made up 0.07% of Pine Grove Financial Group's portfolio in Q2 2026, its #114 holding.
  • Pine Grove Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.