Traphagen Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Traphagen Investment Advisors’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	$203K	Buy	8,412 +150	+2%	+$3.63K	0.01%	207
2026 Q1	$201K	Sell	8,262 -3	-0%	-$73	0.02%	198
2025 Q4	$201K	Buy	8,265 +3	+0%	+$73	0.02%	189
2025 Q3	$202K	Sell	8,262 -93	-1%	-$2.26K	0.02%	184
2025 Q2	$204K	Sell	8,355 -82	-1%	-$1.99K	0.02%	178
2025 Q1	$205K	Buy	+8,437	New	+$204K	0.02%	171

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Traphagen Investment Advisors's SCHO Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.8% in Q2 2026, buying an estimated $3.63K and bringing the position to 8,412 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #207.

Traphagen Investment Advisors first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $205K in Q1 2025. 492 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Traphagen Investment Advisors held 8,412 shares of Schwab Short-Term US Treasury ETF worth $203K as of Q2 2026.
Traphagen Investment Advisors bought 150 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.63K.
Schwab Short-Term US Treasury ETF made up 0.01% of Traphagen Investment Advisors's portfolio in Q2 2026, its #207 holding.
Traphagen Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Traphagen Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $205K in Q1 2025.
492 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.