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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
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

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

Stewardship Advisors's SCHO Position: Q2 2026 in Review

Stewardship Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 10% in Q2 2026, buying an estimated $65.5K and bringing the position to 29,674 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 8 quarters since. 339 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Stewardship Advisors held 29,674 shares of Schwab Short-Term US Treasury ETF worth $716K as of Q2 2026.
  • Stewardship Advisors bought 2,709 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $65.5K.
  • Schwab Short-Term US Treasury ETF made up 0.15% of Stewardship Advisors's portfolio in Q2 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 8 quarters since.
  • 339 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.