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

Tower View 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	$21.9K	Buy	906 +8	+0.9%	+$193	0.01%	126
2026 Q1	$21.8K	Buy	898 +6	+0.7%	+$146	0.01%	120
2025 Q4	$21.7K	Buy	892 +11	+1%	+$268	0.01%	108
2025 Q3	$21.5K	Buy	881 +9	+1%	+$219	0.01%	106
2025 Q2	$21.3K	Sell	872 -1,247	-59%	-$30.3K	0.01%	118
2025 Q1	$51.6K	Buy	+2,119	New	+$51.3K	0.03%	78
2023 Q1	–	Sell	-300	Closed	-$7K	–	162
2022 Q4	$7K	Hold	300	–	–	﹤0.01%	130
2022 Q3	$7K	Hold	300	–	–	0.01%	131
2022 Q2	$7K	Buy	+300	New	+$7.4K	0.01%	129

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tower View Wealth Management's SCHO Position: Q2 2026 in Review

Tower View Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.89% in Q2 2026, buying an estimated $193 and bringing the position to 906 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #126.

Tower View Wealth Management first reported a position in SCHO in Q2 2022 and has held it in 9 quarters since. The position peaked at $51.6K in Q1 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Tower View Wealth Management held 906 shares of Schwab Short-Term US Treasury ETF worth $21.9K as of Q2 2026.
Tower View Wealth Management bought 8 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $193.
Schwab Short-Term US Treasury ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #126 holding.
Tower View Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 9 quarters since.
Tower View Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $51.6K in Q1 2025.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.