Triad Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Triad Wealth Partners’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	$2.85M	Sell	119,284 -12,896	-10%	-$310K	0.16%	90
2026 Q2	$3.18M	Buy	132,180 +30,425	+30%	+$735K	0.19%	87
2026 Q1	$2.47M	Sell	101,755 -303,604	-75%	-$7.39M	0.2%	88
2025 Q4	$9.9M	Buy	+405,359	New	+$9.9M	0.94%	28

Other funds holding SCHO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Triad Wealth Partners's SCHO Position: Q3 2026 in Review

Triad Wealth Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.8% in Q3 2026, selling an estimated $310K and leaving 119,284 shares worth $2.85M. The position accounts for 0.16% of the portfolio, ranked #90.

Triad Wealth Partners first reported a position in SCHO in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.9M in Q4 2025. 665 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Triad Wealth Partners held 119,284 shares of Schwab Short-Term US Treasury ETF worth $2.85M as of Q3 2026.
Triad Wealth Partners sold 12,896 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $310K.
Schwab Short-Term US Treasury ETF made up 0.16% of Triad Wealth Partners's portfolio in Q3 2026, its #90 holding.
Triad Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 4 quarters since.
Triad Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $9.9M in Q4 2025.
665 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.