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Tanglewood Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Tanglewood Wealth Management’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 		$2.35M Buy
+97,461
New +$2.36M 0.2% 20

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Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
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LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
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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

Tanglewood Wealth Management's SCHO Position: Q2 2026 in Review

Tanglewood Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 97,461 shares worth $2.35M. The stake represents 0.2% of the portfolio and ranks #20 among its holdings.

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

  • Tanglewood Wealth Management held 97,461 shares of Schwab Short-Term US Treasury ETF worth $2.35M as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Tanglewood Wealth Management position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.2% of Tanglewood Wealth Management's portfolio in Q2 2026, its #20 holding.
  • 289 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.