SF
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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
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

Wealth Enhancement Advisory Services
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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Seek First's SCHO Position: Q2 2026 in Review

Seek First reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.7% in Q2 2026, selling an estimated $61.9K and leaving 52,412 shares worth $1.27M. The position accounts for 0.8% of the portfolio, ranked #26.

Seek First first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2025. 351 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Seek First held 52,412 shares of Schwab Short-Term US Treasury ETF worth $1.27M as of Q2 2026.
  • Seek First sold 2,559 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $61.9K.
  • Schwab Short-Term US Treasury ETF made up 0.8% of Seek First's portfolio in Q2 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 6 quarters since.
  • Seek First's Schwab Short-Term US Treasury ETF position peaked at $1.35M in Q4 2025.
  • 351 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.