Schaeffer Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Schaeffer Financial’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	$539K	Buy	+22,607	New	+$543K	0.41%	14

Other funds holding SCHO

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

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Schaeffer Financial's SCHO Position: Q3 2026 in Review

Schaeffer Financial opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026: 22,607 shares worth $539K. The stake represents 0.41% of the portfolio and ranks #14 among its holdings.

254 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Schaeffer Financial held 22,607 shares of Schwab Short-Term US Treasury ETF worth $539K as of Q3 2026.
Schwab Short-Term US Treasury ETF was a new Schaeffer Financial position in Q3 2026.
Schwab Short-Term US Treasury ETF made up 0.41% of Schaeffer Financial's portfolio in Q3 2026, its #14 holding.
254 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.