Pinkerton Retirement Specialists’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pinkerton Retirement Specialists’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	$2.88M	Buy	118,840 +5,940	+5%	+$144K	0.25%	69
2026 Q1	$2.75M	Sell	112,900 -2,738	-2%	-$66.6K	0.25%	91
2025 Q4	$2.82M	Buy	115,638 +1,616	+1%	+$39.4K	0.29%	88
2025 Q3	$2.78M	Buy	114,022 +20,965	+23%	+$510K	0.3%	86
2025 Q2	$2.27M	Buy	93,057 +11,867	+15%	+$288K	0.27%	84
2025 Q1	$1.98M	Buy	81,190 +6,411	+9%	+$155K	0.26%	66
2024 Q4	$1.8M	Buy	74,779 +6,677	+10%	+$162K	0.26%	76
2024 Q3	$1.67M	Buy	68,102 +3,454	+5%	+$84K	0.24%	77
2024 Q2	$1.56M	Buy	64,648 +3,450	+6%	+$82.7K	0.24%	74
2024 Q1	$1.48M	Buy	61,198 +3,942	+7%	+$95.2K	0.24%	73
2023 Q4	$1.39M	Buy	57,256 +1,074	+2%	+$25.8K	0.27%	77
2023 Q3	$1.35M	Buy	56,182 +2,274	+4%	+$54.5K	0.29%	76
2023 Q2	$1.3M	Sell	53,908 -19,066	-26%	-$462K	0.26%	85
2023 Q1	$1.78M	Buy	72,974 +1,882	+3%	+$45.6K	0.33%	76
2022 Q4	$1.71M	Buy	71,092 +3,406	+5%	+$82.1K	0.37%	66
2022 Q3	$1.63M	Sell	67,686 -10,754	-14%	-$263K	0.63%	55
2022 Q2	$1.93M	Sell	78,440 -2,746	-3%	-$67.7K	0.58%	59
2022 Q1	$2.01M	Buy	81,186 +3,302	+4%	+$82.9K	0.45%	68
2021 Q4	$1.98M	Buy	77,884 +20,550	+36%	+$524K	0.35%	68
2021 Q3	$1.47M	Buy	57,334 +1,026	+2%	+$26.3K	0.28%	79
2021 Q2	$1.44M	Buy	56,308 +1,332	+2%	+$34.2K	0.28%	77
2021 Q1	$1.41M	Buy	54,976 +7,858	+17%	+$202K	0.3%	77
2020 Q4	$1.21M	Sell	47,118 -13,026	-22%	-$335K	0.29%	75
2020 Q3	$1.55M	Buy	60,144 +42,768	+246%	+$1.1M	0.42%	71
2020 Q2	$449K	Buy	+17,376	New	+$449K	0.14%	75

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

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

Pinkerton Retirement Specialists's SCHO Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.3% in Q2 2026, buying an estimated $144K and bringing the position to 118,840 shares worth $2.88M. The position accounts for 0.25% of the portfolio, ranked #69.

Pinkerton Retirement Specialists first reported a position in SCHO in Q2 2020 and has held it in 25 quarters since. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Pinkerton Retirement Specialists held 118,840 shares of Schwab Short-Term US Treasury ETF worth $2.88M as of Q2 2026.
Pinkerton Retirement Specialists bought 5,940 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $144K.
Schwab Short-Term US Treasury ETF made up 0.25% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #69 holding.
Pinkerton Retirement Specialists first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and has held it in 25 quarters since.
354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.