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

SignatureFD’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	$912	Sell	38 -2,713	-99%	-$65.2K	﹤0.01%	3345
2026 Q2	$66.4K	Sell	2,751 -137	-5%	-$3.31K	﹤0.01%	1709
2026 Q1	$70.1K	Buy	2,888 +2,887	+288,700%	+$70.3K	﹤0.01%	1526
2025 Q4	$25	Hold	1	–	–	﹤0.01%	3357
2025 Q3	$25	Buy	+1	New	+$24	﹤0.01%	3347
2024 Q2	–	Sell	-200	Closed	-$4.82K	–	3242
2024 Q1	$4.82K	Buy	+200	New	+$4.83K	﹤0.01%	2551
2022 Q2	–	Sell	-1,192	Closed	-$30K	–	3316
2022 Q1	$30K	Buy	+1,192	New	+$29.9K	﹤0.01%	1636
2020 Q3	–	Sell	-456	Closed	-$12K	–	2740
2020 Q2	$12K	Buy	+456	New	+$11.8K	﹤0.01%	1510
2020 Q1	–	Sell	-5,112	Closed	-$129K	–	2426
2019 Q4	$129K	Buy	5,112 +3,400	+199%	+$85.9K	0.01%	614
2019 Q3	$43K	Sell	1,712 -11,888	-87%	-$301K	﹤0.01%	976
2019 Q2	$344K	Buy	+13,600	New	+$342K	0.03%	246
2013 Q4	–	Sell	-482	Closed	-$12K	–	797
2013 Q3	$12K	Sell	482 -164	-25%	-$4.14K	0.01%	389
2013 Q2	$16K	Buy	+646	New	+$16.3K	0.01%	282

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 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

SignatureFD's SCHO Position: Q3 2026 in Review

SignatureFD reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 99% in Q3 2026, selling an estimated $65.2K and leaving 38 shares worth $912. The position accounts for ﹤0.01% of the portfolio, ranked #3345.

SignatureFD first reported a position in SCHO in Q2 2013 and has held it in 13 quarters since. The position peaked at $344K in Q2 2019. 460 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

SignatureFD held 38 shares of Schwab Short-Term US Treasury ETF worth $912 as of Q3 2026.
SignatureFD sold 2,713 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $65.2K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3345 holding.
SignatureFD first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and has held it in 13 quarters since.
SignatureFD's Schwab Short-Term US Treasury ETF position peaked at $344K in Q2 2019.
460 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

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