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 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	Sell	110,892 -4,890,290	-98%	-$125M	1.84%	11
2021 Q2	$48.8M	Buy	5,001,182 +4,903,738	+5,032%	+$126M	1.72%	11
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 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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Weitzel Financial Services's SCHO Position: Q2 2026 in Review

Weitzel Financial Services increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.8% in Q2 2026, buying an estimated $42.9K and bringing the position to 27,911 shares worth $672K. The position accounts for 0.23% of the portfolio, ranked #28.

Weitzel Financial Services first reported a position in SCHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $48.8M in Q2 2021. 156 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Weitzel Financial Services held 27,911 shares of Schwab Short-Term US Treasury ETF worth $672K as of Q2 2026.
Weitzel Financial Services bought 1,773 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $42.9K.
Schwab Short-Term US Treasury ETF made up 0.23% of Weitzel Financial Services's portfolio in Q2 2026, its #28 holding.
Weitzel Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
Weitzel Financial Services's Schwab Short-Term US Treasury ETF position peaked at $48.8M in Q2 2021.
156 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.