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

Stonebridge Financial 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 Q2	$571K	Buy	+23,679	New	+$572K	0.08%	156

Other funds holding SCHO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Stonebridge Financial Group opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 23,679 shares worth $571K. The stake represents 0.08% of the portfolio and ranks #156 among its holdings.

699 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Stonebridge Financial Group held 23,679 shares of Schwab Short-Term US Treasury ETF worth $571K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Stonebridge Financial Group position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.08% of Stonebridge Financial Group's portfolio in Q2 2026, its #156 holding.
699 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.