Provident Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Provident Wealth 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 Q3	$19.7K	Sell	827 -827	-50%	-$19.9K	0.01%	106
2026 Q2	$39.9K	Buy	+1,654	New	+$40K	0.01%	138
2023 Q3	–	Sell	-40	Closed	-$961	–	89
2023 Q2	$961	Hold	40	–	–	﹤0.01%	88
2023 Q1	$976	Hold	40	–	–	﹤0.01%	92
2022 Q4	$965	Hold	40	–	–	﹤0.01%	85
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	89
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	93
2022 Q1	$1K	Buy	+40	New	+$1K	﹤0.01%	95

Other funds holding SCHO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Provident Wealth Management's SCHO Position: Q3 2026 in Review

Provident Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 50% in Q3 2026, selling an estimated $19.9K and leaving 827 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #106.

Provident Wealth Management first reported a position in SCHO in Q1 2022 and has held it in 8 quarters since. The position peaked at $39.9K in Q2 2026. 665 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Provident Wealth Management held 827 shares of Schwab Short-Term US Treasury ETF worth $19.7K as of Q3 2026.
Provident Wealth Management sold 827 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $19.9K.
Schwab Short-Term US Treasury ETF made up 0.01% of Provident Wealth Management's portfolio in Q3 2026, its #106 holding.
Provident Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and has held it in 8 quarters since.
Provident Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $39.9K in Q2 2026.
665 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.