TCM
SCHO icon

TruNorth Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

TruNorth Capital 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 		$51M Buy
2,111,731
+147,440
+8% +$3.56M 8.19% 3
2026
Q1 		$47.7M Buy
1,964,291
+26,303
+1% +$640K 9.14% 3
2025
Q4 		$47.2M Buy
1,937,988
+114,013
+6% +$2.78M 8.96% 3
2025
Q3 		$44.5M Buy
1,823,975
+84,303
+5% +$2.05M 8.8% 3
2025
Q2 		$42.4M Buy
1,739,672
+95,773
+6% +$2.33M 9.43% 3
2025
Q1 		$40M Buy
1,643,899
+51,014
+3% +$1.24M 9.95% 2
2024
Q4 		$38.3M Buy
1,592,885
+236,401
+17% +$5.72M 10.47% 2
2024
Q3 		$33.2M Buy
1,356,484
+114,680
+9% +$2.79M 9.84% 2
2024
Q2 		$29.9M Buy
1,241,804
+108,740
+10% +$2.61M 9.7% 2
2024
Q1 		$27.3M Buy
+1,133,064
New +$27.4M 9.41% 2

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

TruNorth Capital Management's SCHO Position: Q2 2026 in Review

TruNorth Capital Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.5% in Q2 2026, buying an estimated $3.56M and bringing the position to 2,111,731 shares worth $51M. The position accounts for 8.19% of the portfolio, ranked #3.

TruNorth Capital Management first reported a position in SCHO in Q1 2024 and has held it in 10 quarters since. 310 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • TruNorth Capital Management held 2,111,731 shares of Schwab Short-Term US Treasury ETF worth $51M as of Q2 2026.
  • TruNorth Capital Management bought 147,440 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.56M.
  • Schwab Short-Term US Treasury ETF made up 8.19% of TruNorth Capital Management's portfolio in Q2 2026, its #3 holding.
  • TruNorth Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 310 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.