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WPG Advisers’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

WPG Advisers’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 		$341K Buy
14,120
+5,067
+56% +$122K 0.2% 65
2026
Q1 		$220K Sell
9,053
-259
-3% -$6.3K 0.16% 74
2025
Q4 		$227K Buy
9,312
+30
+0.3% +$731 0.17% 76
2025
Q3 		$226K Sell
9,282
-15
-0.2% -$365 0.18% 76
2025
Q2 		$227K Sell
9,297
-2,470
-21% -$60K 0.19% 74
2025
Q1 		$286K Sell
11,767
-1,740
-13% -$42.1K 0.27% 56
2024
Q4 		$325K Buy
+13,507
New +$327K 0.3% 53

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
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
MT
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

WPG Advisers's SCHO Position: Q2 2026 in Review

WPG Advisers increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 56% in Q2 2026, buying an estimated $122K and bringing the position to 14,120 shares worth $341K. The position accounts for 0.2% of the portfolio, ranked #65.

WPG Advisers first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • WPG Advisers held 14,120 shares of Schwab Short-Term US Treasury ETF worth $341K as of Q2 2026.
  • WPG Advisers bought 5,067 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $122K.
  • Schwab Short-Term US Treasury ETF made up 0.2% of WPG Advisers's portfolio in Q2 2026, its #65 holding.
  • WPG Advisers first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 492 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.