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

Stewardship Advisors’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	$716K	Buy	29,996 +322	+1%	+$7.74K	0.15%	73
2026 Q2	$716K	Buy	29,674 +2,709	+10%	+$65.5K	0.15%	73
2026 Q1	$654K	Buy	26,965 +1,308	+5%	+$31.8K	0.15%	68
2025 Q4	$625K	Buy	25,657 +285	+1%	+$6.95K	0.14%	73
2025 Q3	$619K	Buy	25,372 +1,106	+5%	+$26.9K	0.15%	65
2025 Q2	$592K	Buy	24,266 +2,351	+11%	+$57.1K	0.15%	66
2025 Q1	$533K	Buy	21,915 +1,882	+9%	+$45.6K	0.14%	67
2024 Q4	$482K	Buy	20,033 +8,087	+68%	+$196K	0.13%	82
2024 Q3	$293K	Buy	+11,946	New	+$290K	0.08%	106

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

Stewardship Advisors's SCHO Position: Q3 2026 in Review

Stewardship Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.1% in Q3 2026, buying an estimated $7.74K and bringing the position to 29,996 shares worth $716K. The position accounts for 0.15% of the portfolio, ranked #73.

Stewardship Advisors first reported a position in SCHO in Q3 2024 and has held it in 9 quarters since. The position peaked at $716K in Q2 2026. 460 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Stewardship Advisors held 29,996 shares of Schwab Short-Term US Treasury ETF worth $716K as of Q3 2026.
Stewardship Advisors bought 322 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $7.74K.
Schwab Short-Term US Treasury ETF made up 0.15% of Stewardship Advisors's portfolio in Q3 2026, its #73 holding.
Stewardship Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 9 quarters since.
Stewardship Advisors's Schwab Short-Term US Treasury ETF position peaked at $716K in Q2 2026.
460 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.