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 Q3	$1.26M	Sell	52,754 -12,497	-19%	-$300K	0.5%	22
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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Team Financial Group's SCHO Position: Q3 2026 in Review

Team Financial Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 19% in Q3 2026, selling an estimated $300K and leaving 52,754 shares worth $1.26M. The position accounts for 0.5% of the portfolio, ranked #22.

Team Financial Group first reported a position in SCHO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q2 2026. 530 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Team Financial Group held 52,754 shares of Schwab Short-Term US Treasury ETF worth $1.26M as of Q3 2026.
Team Financial Group sold 12,497 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $300K.
Schwab Short-Term US Treasury ETF made up 0.5% of Team Financial Group's portfolio in Q3 2026, its #22 holding.
Team Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 12 quarters since.
Team Financial Group's Schwab Short-Term US Treasury ETF position peaked at $1.58M in Q2 2026.
530 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.