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

Revisor 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	$310K	Buy	12,824 +291	+2%	+$7.03K	0.07%	294
2026 Q1	$304K	Sell	12,533 -910	-7%	-$22.2K	0.08%	248
2025 Q4	$327K	Buy	13,443 +409	+3%	+$9.97K	0.09%	228
2025 Q3	$318K	Sell	13,034 -2,830	-18%	-$68.9K	0.11%	198
2025 Q2	$385K	Sell	15,864 -3,021	-16%	-$73.4K	0.14%	174
2025 Q1	$460K	Buy	18,885 +2,588	+16%	+$62.7K	0.2%	120
2024 Q4	$392K	Sell	16,297 -347	-2%	-$8.4K	0.36%	54
2024 Q3	$408K	Sell	16,644 -1,062	-6%	-$25.8K	0.25%	93
2024 Q2	$426K	Sell	17,706 -7,186	-29%	-$172K	0.3%	74
2024 Q1	$602K	Buy	24,892 +7,738	+45%	+$187K	0.27%	96
2023 Q4	$416K	Sell	17,154 -496	-3%	-$11.9K	0.48%	43
2023 Q3	$423K	Buy	17,650 +5,932	+51%	+$142K	0.36%	63
2023 Q2	$282K	Sell	11,718 -464	-4%	-$11.3K	0.25%	115
2023 Q1	$297K	Buy	+12,182	New	+$295K	0.27%	100

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

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

Revisor Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.3% in Q2 2026, buying an estimated $7.03K and bringing the position to 12,824 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #294.

Revisor Wealth Management first reported a position in SCHO in Q1 2023 and has held it in 14 quarters since. The position peaked at $602K in Q1 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Revisor Wealth Management held 12,824 shares of Schwab Short-Term US Treasury ETF worth $310K as of Q2 2026.
Revisor Wealth Management bought 291 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $7.03K.
Schwab Short-Term US Treasury ETF made up 0.07% of Revisor Wealth Management's portfolio in Q2 2026, its #294 holding.
Revisor Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Revisor Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $602K in Q1 2024.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.