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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Provident Wealth Management's SCHO Position: Q2 2026 in Review

Provident Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 1,654 shares worth $39.9K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Provident Wealth Management previously reported a position in SCHO as recently as Q2 2023.

Provident Wealth Management first reported a position in SCHO in Q1 2022 and has held it in 7 quarters since. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Provident Wealth Management held 1,654 shares of Schwab Short-Term US Treasury ETF worth $39.9K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Provident Wealth Management position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.01% of Provident Wealth Management's portfolio in Q2 2026, its #138 holding.
Provident Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and has held it in 7 quarters since.
722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.