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Unify Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Unify Financial 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 		$555K Buy
22,974
+930
+4% +$22.5K 0.51% 50
2026
Q1 		$535K Buy
22,044
+571
+3% +$13.9K 0.56% 50
2025
Q4 		$523K Buy
+21,473
New +$524K 0.55% 51

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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

Unify Financial Advisors's SCHO Position: Q2 2026 in Review

Unify Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.2% in Q2 2026, buying an estimated $22.5K and bringing the position to 22,974 shares worth $555K. The position accounts for 0.51% of the portfolio, ranked #50.

Unify Financial Advisors first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Unify Financial Advisors held 22,974 shares of Schwab Short-Term US Treasury ETF worth $555K as of Q2 2026.
  • Unify Financial Advisors bought 930 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $22.5K.
  • Schwab Short-Term US Treasury ETF made up 0.51% of Unify Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Unify Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.