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 Q3	$120K	Sell	5,029 -2,019	-29%	-$48.5K	0.01%	280
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

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

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

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's SCHO Position: Q3 2026 in Review

Toth Financial Advisory reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 29% in Q3 2026, selling an estimated $48.5K and leaving 5,029 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #280.

Toth Financial Advisory first reported a position in SCHO in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.99M in Q2 2021. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Toth Financial Advisory held 5,029 shares of Schwab Short-Term US Treasury ETF worth $120K as of Q3 2026.
Toth Financial Advisory sold 2,019 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $48.5K.
Schwab Short-Term US Treasury ETF made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #280 holding.
Toth Financial Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and has held it in 25 quarters since.
Toth Financial Advisory's Schwab Short-Term US Treasury ETF position peaked at $1.99M in Q2 2021.
80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.