Sagespring Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sagespring Wealth Partners’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	$325K	Sell	13,454 -10,290	-43%	-$249K	0.01%	658
2026 Q1	$576K	Buy	23,744 +153	+0.6%	+$3.72K	0.01%	462
2025 Q4	$575K	Buy	+23,591	New	+$575K	0.01%	435

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

Sagespring Wealth Partners's SCHO Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 43% in Q2 2026, selling an estimated $249K and leaving 13,454 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #658.

Sagespring Wealth Partners first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $576K in Q1 2026. 540 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Sagespring Wealth Partners held 13,454 shares of Schwab Short-Term US Treasury ETF worth $325K as of Q2 2026.
Sagespring Wealth Partners sold 10,290 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $249K.
Schwab Short-Term US Treasury ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #658 holding.
Sagespring Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Sagespring Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $576K in Q1 2026.
540 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.