Upper Left Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Upper Left 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	$1.23M	Buy	+51,419	New	+$1.24M	0.64%	32

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

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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Upper Left Wealth Management's SCHO Position: Q3 2026 in Review

Upper Left Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026: 51,419 shares worth $1.23M. The stake represents 0.64% of the portfolio and ranks #32 among its holdings.

155 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Upper Left Wealth Management held 51,419 shares of Schwab Short-Term US Treasury ETF worth $1.23M as of Q3 2026.
Schwab Short-Term US Treasury ETF was a new Upper Left Wealth Management position in Q3 2026.
Schwab Short-Term US Treasury ETF made up 0.64% of Upper Left Wealth Management's portfolio in Q3 2026, its #32 holding.
155 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.