Vision Financial Markets’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Vision Financial Markets’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	$24.1K	Hold	1,000	–	–	0.02%	182
2026 Q1	$24.3K	Hold	1,000	–	–	0.02%	164
2025 Q4	$24.4K	Hold	1,000	–	–	0.02%	155
2025 Q3	$24.4K	Hold	1,000	–	–	0.02%	178
2025 Q2	$24.4K	Hold	1,000	–	–	0.02%	171
2025 Q1	$24.3K	Hold	1,000	–	–	0.03%	155
2024 Q4	$24.1K	Buy	+1,000	New	+$24.2K	0.03%	137

Other funds holding SCHO

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

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

Vision Financial Markets's SCHO Position: Q2 2026 in Review

Vision Financial Markets held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 1,000 shares worth $24.1K. The position accounts for 0.02% of the portfolio, ranked #182.

Vision Financial Markets first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.4K in Q3 2025. 300 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Vision Financial Markets held 1,000 shares of Schwab Short-Term US Treasury ETF worth $24.1K as of Q2 2026.
Vision Financial Markets left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #182 holding.
Vision Financial Markets first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Schwab Short-Term US Treasury ETF position peaked at $24.4K in Q3 2025.
300 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.