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

Team 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 		$1.58M Buy
65,251
+421
+0.6% +$10.2K 0.67% 19
2026
Q1 		$1.57M Buy
64,830
+26,694
+70% +$650K 0.71% 17
2025
Q4 		$929K Buy
38,136
+14,336
+60% +$350K 0.42% 19
2025
Q3 		$581K Buy
23,800
+3,277
+16% +$79.7K 0.27% 24
2025
Q2 		$500K Buy
20,523
+2,447
+14% +$59.5K 0.25% 26
2025
Q1 		$440K Sell
18,076
-110
-0.6% -$2.66K 0.25% 28
2024
Q4 		$438K Buy
18,186
+634
+4% +$15.4K 0.25% 26
2024
Q3 		$430K Buy
17,552
+976
+6% +$23.7K 0.26% 27
2024
Q2 		$399K Buy
16,576
+178
+1% +$4.27K 0.26% 25
2024
Q1 		$395K Buy
16,398
+8,184
+100% +$198K 0.27% 25
2023
Q4 		$199K Buy
+8,214
New +$197K 0.14% 31

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

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

Team Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.65% in Q2 2026, buying an estimated $10.2K and bringing the position to 65,251 shares worth $1.58M. The position accounts for 0.67% of the portfolio, ranked #19.

Team Financial Group first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. 243 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Team Financial Group held 65,251 shares of Schwab Short-Term US Treasury ETF worth $1.58M as of Q2 2026.
  • Team Financial Group bought 421 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $10.2K.
  • Schwab Short-Term US Treasury ETF made up 0.67% of Team Financial Group's portfolio in Q2 2026, its #19 holding.
  • Team Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 243 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.