Weitzel Financial Services
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Weitzel Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Weitzel Financial Services’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 		$680K Buy
28,567
+656
+2% +$15.8K 0.23% 27
2026
Q2 		$672K Buy
27,911
+1,773
+7% +$42.9K 0.23% 28
2026
Q1 		$633K Sell
26,138
-221
-0.8% -$5.38K 0.24% 28
2025
Q4 		$642K Sell
26,359
-1,127
-4% -$27.5K 0.25% 27
2025
Q3 		$671K Sell
27,486
-1,560
-5% -$38K 0.27% 27
2025
Q2 		$706K Sell
29,046
-172
-0.6% -$4.18K 0.3% 25
2025
Q1 		$712K Sell
29,218
-1,808
-6% -$43.8K 0.34% 23
2024
Q4 		$749K Buy
31,026
+152
+0.5% +$3.68K 0.35% 24
2024
Q3 		$755K Sell
30,874
-348
-1% -$8.46K 0.35% 23
2024
Q2 		$748K Buy
31,222
+1,324
+4% +$31.8K 0.37% 23
2024
Q1 		$717K Sell
29,898
-11,490
-28% -$277K 0.36% 23
2023
Q4 		$1M Sell
41,388
-5,522
-12% -$133K 0.54% 23
2023
Q3 		$1.12M Buy
46,910
+310
+0.7% +$7.43K 0.65% 23
2023
Q2 		$1.12M Sell
46,600
-2,172
-4% -$52.7K 0.64% 21
2023
Q1 		$1.19M Sell
48,772
-2,300
-5% -$55.7K 0.71% 20
2022
Q4 		$1.23M Sell
51,072
-4,512
-8% -$109K 0.79% 20
2022
Q3 		$1.34M Buy
55,584
+1,852
+3% +$45.3K 0.94% 19
2022
Q2 		$1.32M Sell
53,732
-11,236
-17% -$277K 0.89% 19
2022
Q1 		$1.61M Sell
64,968
-41,890
-39% -$1.05M 1.03% 17
2021
Q4 		$2.72M Sell
106,858
-4,034
-4% -$103K 1.64% 15
2021
Q3 		$2.84M Buy
110,892
+13,346
+14% +$342K 1.84% 11
2021
Q2 		$2.5M Buy
97,546
+102
+0.1% +$2.62K 1.65% 12
2021
Q1 		$2.5M Sell
97,444
-5,882
-6% -$151K 1.75% 12
2020
Q4 		$2.65M Buy
+103,326
New +$2.66M 1.98% 12

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Weitzel Financial Services's SCHO Position: Q3 2026 in Review

Weitzel Financial Services increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.4% in Q3 2026, buying an estimated $15.8K and bringing the position to 28,567 shares worth $680K. The position accounts for 0.23% of the portfolio, ranked #27.

Weitzel Financial Services first reported a position in SCHO in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.84M in Q3 2021. 251 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Weitzel Financial Services held 28,567 shares of Schwab Short-Term US Treasury ETF worth $680K as of Q3 2026.
  • Weitzel Financial Services bought 656 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $15.8K.
  • Schwab Short-Term US Treasury ETF made up 0.23% of Weitzel Financial Services's portfolio in Q3 2026, its #27 holding.
  • Weitzel Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 24 quarters since.
  • Weitzel Financial Services's Schwab Short-Term US Treasury ETF position peaked at $2.84M in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.