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Stonebridge Financial Group (Pennsylvania)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$14.8M Buy
611,439
+33,492
+6% +$810K 1.12% 26
2026
Q1 		$14M Buy
577,947
+230,607
+66% +$5.61M 1.15% 25
2025
Q4 		$8.46M Buy
347,340
+20,255
+6% +$494K 0.72% 34
2025
Q3 		$7.98M Buy
+327,085
New +$7.96M 0.7% 35

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SCHO Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.8% in Q2 2026, buying an estimated $810K and bringing the position to 611,439 shares worth $14.8M. The position accounts for 1.12% of the portfolio, ranked #26.

Stonebridge Financial Group (Pennsylvania) first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. 639 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 611,439 shares of Schwab Short-Term US Treasury ETF worth $14.8M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 33,492 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $810K.
  • Schwab Short-Term US Treasury ETF made up 1.12% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #26 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 639 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.