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

Tactive 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 		$529K Buy
22,179
+10,840
+96% +$260K 0.13% 151
2026
Q2 		$274K Sell
11,339
-6,910
-38% -$167K 0.07% 223
2026
Q1 		$443K Buy
18,249
+484
+3% +$11.8K 0.12% 154
2025
Q4 		$433K Buy
17,765
+750
+4% +$18.3K 0.13% 159
2025
Q3 		$415K Buy
17,015
+1,659
+11% +$40.4K 0.12% 164
2025
Q2 		$374K Buy
+15,356
New +$373K 0.12% 156

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 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
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

Tactive Advisors's SCHO Position: Q3 2026 in Review

Tactive Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 96% in Q3 2026, buying an estimated $260K and bringing the position to 22,179 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #151.

Tactive Advisors first reported a position in SCHO in Q2 2025 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Tactive Advisors held 22,179 shares of Schwab Short-Term US Treasury ETF worth $529K as of Q3 2026.
  • Tactive Advisors bought 10,840 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $260K.
  • Schwab Short-Term US Treasury ETF made up 0.13% of Tactive Advisors's portfolio in Q3 2026, its #151 holding.
  • Tactive Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 6 quarters since.
  • 101 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.