Wolff Wiese Magana’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wolff Wiese Magana’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	$2.87K	Hold	119	–	–	﹤0.01%	754
2026 Q1	$2.89K	Hold	119	–	–	﹤0.01%	710
2025 Q4	$2.9K	Hold	119	–	–	﹤0.01%	685
2025 Q3	$2.9K	Buy	+119	New	+$2.9K	﹤0.01%	688
2021 Q2	–	Sell	-512	Closed	-$13K	–	877
2021 Q1	$13K	Buy	+512	New	+$13.1K	0.01%	443

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

Wolff Wiese Magana's SCHO Position: Q2 2026 in Review

Wolff Wiese Magana held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 119 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Wolff Wiese Magana first reported a position in SCHO in Q1 2021 and has held it in 5 quarters since. The position peaked at $13K in Q1 2021. 492 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Wolff Wiese Magana held 119 shares of Schwab Short-Term US Treasury ETF worth $2.87K as of Q2 2026.
Wolff Wiese Magana 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 Wolff Wiese Magana's portfolio in Q2 2026, its #754 holding.
Wolff Wiese Magana first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and has held it in 5 quarters since.
Wolff Wiese Magana's Schwab Short-Term US Treasury ETF position peaked at $13K in Q1 2021.
492 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.