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Toth Financial Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Toth Financial Advisory’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 		$170K Hold
7,048
– – 0.02% 242
2026
Q1 		$171K Sell
7,048
-580
-8% -$14.1K 0.02% 230
2025
Q4 		$186K Sell
7,628
-3,338
-30% -$81.4K 0.02% 224
2025
Q3 		$268K Sell
10,966
-1,443
-12% -$35.1K 0.03% 206
2025
Q2 		$303K Sell
12,409
-210
-2% -$5.1K 0.04% 192
2025
Q1 		$307K Sell
12,619
-2,964
-19% -$71.8K 0.04% 186
2024
Q4 		$375K Sell
15,583
-665
-4% -$16.1K 0.04% 178
2024
Q3 		$398K Hold
16,248
– – 0.05% 174
2024
Q2 		$391K Sell
16,248
-1,860
-10% -$44.6K 0.05% 165
2024
Q1 		$436K Sell
18,108
-160
-0.9% -$3.86K 0.05% 165
2023
Q4 		$443K Hold
18,268
– – 0.06% 166
2023
Q3 		$437K Sell
18,268
-480
-3% -$11.5K 0.07% 155
2023
Q2 		$451K Sell
18,748
-3,020
-14% -$73.2K 0.07% 150
2023
Q1 		$531K Sell
21,768
-3,474
-14% -$84.1K 0.08% 144
2022
Q4 		$609K Sell
25,242
-15,480
-38% -$373K 0.1% 138
2022
Q3 		$983K Sell
40,722
-1,170
-3% -$28.6K 0.18% 104
2022
Q2 		$1.03M Sell
41,892
-1,838
-4% -$45.3K 0.18% 104
2022
Q1 		$1.08M Sell
43,730
-24,220
-36% -$608K 0.16% 111
2021
Q4 		$1.73M Sell
67,950
-2,930
-4% -$74.7K 0.24% 94
2021
Q3 		$1.81M Sell
70,880
-6,646
-9% -$170K 0.28% 91
2021
Q2 		$1.99M Buy
77,526
+9,030
+13% +$232K 0.3% 86
2021
Q1 		$1.76M Buy
68,496
+14,882
+28% +$382K 0.28% 86
2020
Q4 		$1.38M Buy
53,614
+14,240
+36% +$366K 0.24% 90
2020
Q3 		$1.01M Buy
+39,374
New +$1.01M 0.19% 97

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Toth Financial Advisory's SCHO Position: Q2 2026 in Review

Toth Financial Advisory held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 7,048 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #242.

Toth Financial Advisory first reported a position in SCHO in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.99M in Q2 2021. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Toth Financial Advisory held 7,048 shares of Schwab Short-Term US Treasury ETF worth $170K as of Q2 2026.
  • Toth Financial Advisory left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #242 holding.
  • Toth Financial Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and has held it in 24 quarters since.
  • Toth Financial Advisory's Schwab Short-Term US Treasury ETF position peaked at $1.99M in Q2 2021.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.