Wealthcare Capital Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wealthcare Capital Partners’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	$241K	Hold	10,000	–	–	0.1%	150
2026 Q1	$243K	Hold	10,000	–	–	0.11%	141
2025 Q4	$244K	Sell	10,000 -1,860	-16%	-$45.4K	0.11%	129
2025 Q3	$289K	Hold	11,860	–	–	0.13%	120
2025 Q2	$289K	Buy	+11,860	New	+$288K	0.15%	113

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

Wealthcare Capital Partners's SCHO Position: Q2 2026 in Review

Wealthcare Capital Partners held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 10,000 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #150.

Wealthcare Capital Partners first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $289K in Q3 2025. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Wealthcare Capital Partners held 10,000 shares of Schwab Short-Term US Treasury ETF worth $241K as of Q2 2026.
Wealthcare Capital Partners left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.1% of Wealthcare Capital Partners's portfolio in Q2 2026, its #150 holding.
Wealthcare Capital Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Wealthcare Capital Partners's Schwab Short-Term US Treasury ETF position peaked at $289K in Q3 2025.
354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.