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Wagner Wealth Management (South Carolina)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$853 Hold
35
– – ﹤0.01% 276
2026
Q1 		$849 Hold
35
– – ﹤0.01% 272
2025
Q4 		$847 Buy
35
+1
+3% +$24 ﹤0.01% 256
2025
Q3 		$838 Hold
34
– – ﹤0.01% 231
2025
Q2 		$828 Sell
34
-1,069
-97% -$26K ﹤0.01% 237
2025
Q1 		$26.8K Buy
1,103
+192
+21% +$4.65K 0.01% 171
2024
Q4 		$21.9K Buy
911
+235
+35% +$5.69K 0.01% 171
2024
Q3 		$16.6K Buy
676
+88
+15% +$2.14K ﹤0.01% 172
2024
Q2 		$14.2K Buy
588
+74
+14% +$1.77K ﹤0.01% 204
2024
Q1 		$12.4K Sell
514
-1,178
-70% -$28.4K ﹤0.01% 202
2023
Q4 		$41K Buy
1,692
+90
+6% +$2.16K 0.01% 167
2023
Q3 		$38.4K Buy
1,602
+178
+13% +$4.27K 0.01% 143
2023
Q2 		$34.2K Buy
1,424
+92
+7% +$2.23K 0.01% 148
2023
Q1 		$32.5K Buy
1,332
+38
+3% +$920 0.01% 151
2022
Q4 		$31.2K Buy
+1,294
New +$31.2K 0.02% 159
2021
Q1 		– Sell
-1,200
Closed -$31K – 661
2020
Q4 		$31K Buy
+1,200
New +$30.9K 0.03% 155

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SCHO Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 35 shares worth $853. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Wagner Wealth Management (South Carolina) first reported a position in SCHO in Q4 2020 and has held it in 16 quarters since. The position peaked at $41K in Q4 2023. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 35 shares of Schwab Short-Term US Treasury ETF worth $853 as of Q2 2026.
  • Wagner Wealth Management (South Carolina) left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #276 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 16 quarters since.
  • Wagner Wealth Management (South Carolina)'s Schwab Short-Term US Treasury ETF position peaked at $41K in Q4 2023.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.