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WMG Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

WMG Financial Advisors’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 		$254K Buy
10,513
+208
+2% +$5.03K 0.1% 83
2026
Q1 		$250K Sell
10,305
-509
-5% -$12.4K 0.1% 79
2025
Q4 		$264K Buy
10,814
+61
+0.6% +$1.49K 0.11% 85
2025
Q3 		$262K Buy
10,753
+485
+5% +$11.8K 0.09% 159
2025
Q2 		$250K Sell
10,268
-105
-1% -$2.55K 0.09% 158
2025
Q1 		$252K Sell
10,373
-246
-2% -$5.96K 0.11% 138
2024
Q4 		$255K Buy
10,619
+219
+2% +$5.3K 0.11% 135
2024
Q3 		$255K Buy
10,400
+12
+0.1% +$292 0.12% 138
2024
Q2 		$250K Buy
10,388
+766
+8% +$18.4K 0.13% 123
2024
Q1 		$232K Buy
+9,622
New +$232K 0.13% 121

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
LA
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

WMG Financial Advisors's SCHO Position: Q2 2026 in Review

WMG Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2% in Q2 2026, buying an estimated $5.03K and bringing the position to 10,513 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #83.

WMG Financial Advisors first reported a position in SCHO in Q1 2024 and has held it in 10 quarters since. The position peaked at $264K in Q4 2025. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • WMG Financial Advisors held 10,513 shares of Schwab Short-Term US Treasury ETF worth $254K as of Q2 2026.
  • WMG Financial Advisors bought 208 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $5.03K.
  • Schwab Short-Term US Treasury ETF made up 0.1% of WMG Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • WMG Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • WMG Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $264K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.