Princeton Global Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Princeton Global Asset Management’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	$1.01M	Sell	41,649 -50,570	-55%	-$1.22M	0.14%	95
2026 Q1	$2.24M	Buy	92,219 +8,593	+10%	+$209K	0.37%	66
2025 Q4	$2.04M	Buy	83,626 +4,165	+5%	+$102K	0.33%	68
2025 Q3	$1.94M	Buy	79,461 +2,914	+4%	+$70.9K	0.32%	71
2025 Q2	$1.87M	Sell	76,547 -142	-0.2%	-$3.45K	0.34%	70
2025 Q1	$1.87M	Buy	76,689 +3,757	+5%	+$91K	0.37%	68
2024 Q4	$1.75M	Buy	72,932 +7,078	+11%	+$171K	0.33%	68
2024 Q3	$1.61M	Buy	65,854 +872	+1%	+$21.2K	0.31%	71
2024 Q2	$1.56M	Sell	64,982 -66	-0.1%	-$1.58K	0.35%	67
2024 Q1	$1.57M	Buy	65,048 +406	+0.6%	+$9.8K	0.37%	65
2023 Q4	$1.57M	Buy	64,642 +5,620	+10%	+$135K	0.39%	63
2023 Q3	$1.41M	Sell	59,022 -5,492	-9%	-$132K	0.4%	66
2023 Q2	$1.55M	Sell	64,514 -1,588	-2%	-$38.5K	0.45%	66
2023 Q1	$1.61M	Sell	66,102 -4	-0%	-$97	0.46%	64
2022 Q4	$1.59M	Sell	66,106 -1,888	-3%	-$45.5K	0.52%	62
2022 Q3	$1.64M	Buy	67,994 +4,740	+7%	+$116K	0.57%	58
2022 Q2	$1.56M	Sell	63,254 -5,266	-8%	-$130K	0.5%	65
2022 Q1	$1.7M	Sell	68,520 -2,770	-4%	-$69.6K	0.47%	65
2021 Q4	$1.81M	Buy	71,290 +4,810	+7%	+$123K	0.51%	61
2021 Q3	$1.7M	Buy	66,480 +1,096	+2%	+$28.1K	0.52%	58
2021 Q2	$1.67M	Sell	65,384 -7,364	-10%	-$189K	0.51%	59
2021 Q1	$1.87M	Buy	72,748 +26,402	+57%	+$678K	0.6%	50
2020 Q4	$1.19M	Buy	46,346 +5,774	+14%	+$148K	0.42%	65
2020 Q3	$1.04M	Buy	40,572 +1,664	+4%	+$42.9K	0.42%	66
2020 Q2	$1M	Buy	38,908 +3,636	+10%	+$93.9K	0.31%	97
2020 Q1	$912K	Buy	35,272 +8,038	+30%	+$205K	0.4%	81
2019 Q4	$687	Buy	27,234 +6	+0%	+$152	0.28%	94
2019 Q3	$689K	Buy	27,228 +4,906	+22%	+$124K	0.39%	74
2019 Q2	$565K	Buy	22,322 +5,112	+30%	+$128K	0.34%	84
2019 Q1	$431K	Buy	17,210 +2,458	+17%	+$61.4K	0.3%	89
2018 Q4	$368K	Buy	+14,752	New	+$366K	0.32%	83

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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Princeton Global Asset Management's SCHO Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 55% in Q2 2026, selling an estimated $1.22M and leaving 41,649 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #95.

Princeton Global Asset Management first reported a position in SCHO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.24M in Q1 2026. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Princeton Global Asset Management held 41,649 shares of Schwab Short-Term US Treasury ETF worth $1.01M as of Q2 2026.
Princeton Global Asset Management sold 50,570 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.22M.
Schwab Short-Term US Treasury ETF made up 0.14% of Princeton Global Asset Management's portfolio in Q2 2026, its #95 holding.
Princeton Global Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's Schwab Short-Term US Treasury ETF position peaked at $2.24M in Q1 2026.
136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.