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Signal Advisors Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Signal Advisors Wealth’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 		$349K Sell
14,609
-6,699
-31% -$161K 0.02% 553
2026
Q2 		$514K Buy
21,308
+3,775
+22% +$91.2K 0.03% 413
2026
Q1 		$426K Buy
+17,533
New +$427K 0.03% 395

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Signal Advisors Wealth's SCHO Position: Q3 2026 in Review

Signal Advisors Wealth reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 31% in Q3 2026, selling an estimated $161K and leaving 14,609 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #553.

Signal Advisors Wealth first reported a position in SCHO in Q1 2026 and has held it in 3 quarters since. The position peaked at $514K in Q2 2026. 88 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Signal Advisors Wealth held 14,609 shares of Schwab Short-Term US Treasury ETF worth $349K as of Q3 2026.
  • Signal Advisors Wealth sold 6,699 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $161K.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q3 2026, its #553 holding.
  • Signal Advisors Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • Signal Advisors Wealth's Schwab Short-Term US Treasury ETF position peaked at $514K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Signal Advisors Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.