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 Q3	–	Sell	-906	Closed	-$21.9K	–	207
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

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

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

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

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Tower View Wealth Management's SCHO Position: Q3 2026 in Review

Tower View Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026, closing a stake of 906 shares — an estimated $21.9K sold.

Tower View Wealth Management first reported a position in SCHO in Q2 2022 and held it in 9 quarters. The position peaked at $51.6K in Q1 2025. 251 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Tower View Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Tower View Wealth Management sold 906 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $21.9K.
Tower View Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 9 quarters.
Tower View Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $51.6K in Q1 2025.
251 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.