Seek First’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Seek First’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	$1.23M	Sell	51,720 -692	-1%	-$16.6K	0.79%	26
2026 Q2	$1.27M	Sell	52,412 -2,559	-5%	-$61.9K	0.8%	26
2026 Q1	$1.33M	Sell	54,971 -563	-1%	-$13.7K	0.94%	22
2025 Q4	$1.35M	Buy	55,534 +1,203	+2%	+$29.3K	0.93%	22
2025 Q3	$1.33M	Sell	54,331 -66	-0.1%	-$1.61K	0.95%	18
2025 Q2	$1.33M	Buy	54,397 +2,449	+5%	+$59.5K	1.07%	17
2025 Q1	$1.26M	Buy	+51,948	New	+$1.26M	1.12%	17

Other funds holding SCHO

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

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

Seek First's SCHO Position: Q3 2026 in Review

Seek First reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.3% in Q3 2026, selling an estimated $16.6K and leaving 51,720 shares worth $1.23M. The position accounts for 0.79% of the portfolio, ranked #26.

Seek First first reported a position in SCHO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2025. 343 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Seek First held 51,720 shares of Schwab Short-Term US Treasury ETF worth $1.23M as of Q3 2026.
Seek First sold 692 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $16.6K.
Schwab Short-Term US Treasury ETF made up 0.79% of Seek First's portfolio in Q3 2026, its #26 holding.
Seek First first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Schwab Short-Term US Treasury ETF position peaked at $1.35M in Q4 2025.
343 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.