Spinnaker Investment Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Spinnaker Investment Group’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	$457K	Hold	19,153	–	–	0.07%	106
2026 Q2	$462K	Sell	19,153 -7,968	-29%	-$193K	0.07%	105
2026 Q1	$658K	Sell	27,121 -1,749	-6%	-$42.6K	0.13%	60
2025 Q4	$704K	Sell	28,870 -497	-2%	-$12.1K	0.13%	61
2025 Q3	$717K	Buy	29,367 +5,361	+22%	+$130K	0.13%	58
2025 Q2	$585K	Sell	24,006 -17,082	-42%	-$415K	0.14%	52
2025 Q1	$1M	Buy	41,088 +5,103	+14%	+$124K	0.23%	36
2024 Q4	$866K	Buy	35,985 +22,605	+169%	+$547K	0.21%	37
2024 Q3	$328K	Buy	+13,380	New	+$325K	0.08%	69

Other funds holding SCHO

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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Spinnaker Investment Group's SCHO Position: Q3 2026 in Review

Spinnaker Investment Group held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2026 at 19,153 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #106.

Spinnaker Investment Group first reported a position in SCHO in Q3 2024 and has held it in 9 quarters since. The position peaked at $1M in Q1 2025. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Spinnaker Investment Group held 19,153 shares of Schwab Short-Term US Treasury ETF worth $457K as of Q3 2026.
Spinnaker Investment Group left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2026.
Schwab Short-Term US Treasury ETF made up 0.07% of Spinnaker Investment Group's portfolio in Q3 2026, its #106 holding.
Spinnaker Investment Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 9 quarters since.
Spinnaker Investment Group's Schwab Short-Term US Treasury ETF position peaked at $1M in Q1 2025.
80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.