PHIC
SCHO icon

Pine Haven Investment Counsel’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pine Haven Investment Counsel’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 		$207K Buy
8,566
+180
+2% +$4.35K 0.14% 115
2026
Q1 		$204K Buy
+8,386
New +$204K 0.15% 113

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

Pine Haven Investment Counsel's SCHO Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.1% in Q2 2026, buying an estimated $4.35K and bringing the position to 8,566 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #115.

Pine Haven Investment Counsel first reported a position in SCHO in Q1 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Pine Haven Investment Counsel held 8,566 shares of Schwab Short-Term US Treasury ETF worth $207K as of Q2 2026.
  • Pine Haven Investment Counsel bought 180 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $4.35K.
  • Schwab Short-Term US Treasury ETF made up 0.14% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #115 holding.
  • Pine Haven Investment Counsel first reported a position in Schwab Short-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.