WT Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

WT Wealth Management’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	$4.02M	Buy	168,274 +43,773	+35%	+$1.05M	1.12%	25
2026 Q2	$3.01M	Buy	124,501 +9,882	+9%	+$239K	0.83%	34
2026 Q1	$2.78M	Sell	114,619 -6,169	-5%	-$150K	0.83%	34
2025 Q4	$2.94M	Buy	120,788 +6,094	+5%	+$149K	0.85%	37
2025 Q3	$2.8M	Sell	114,694 -313,271	-73%	-$7.62M	0.81%	32
2025 Q2	$10.4M	Sell	427,965 -29,337	-6%	-$713K	3.09%	6
2025 Q1	$11.1M	Sell	457,302 -42,099	-8%	-$1.02M	3.62%	5
2024 Q4	$12M	Sell	499,401 -514,043	-51%	-$12.4M	3.77%	2
2024 Q3	$12.3M	Buy	1,013,444 +769,970	+316%	+$18.7M	3.94%	2
2024 Q2	$5.86M	Buy	243,474 +101,738	+72%	+$2.44M	2%	14
2024 Q1	$3.42M	Buy	141,736 +97,374	+219%	+$2.35M	1.22%	26
2023 Q4	$1.07M	Sell	44,362 -2,358	-5%	-$56.6K	0.42%	66
2023 Q3	$1.12M	Sell	46,720 -1,080	-2%	-$25.9K	0.48%	62
2023 Q2	$1.15M	Sell	47,800 -100,152	-68%	-$2.43M	0.48%	62
2023 Q1	$3.61M	Buy	147,952 +18,248	+14%	+$442K	1.56%	16
2022 Q4	$3.13M	Buy	129,704 +33,812	+35%	+$815K	1.52%	19
2022 Q3	$2.31M	Buy	95,892 +65,264	+213%	+$1.6M	1.16%	20
2022 Q2	$753K	Buy	30,628 +616	+2%	+$15.2K	0.37%	77
2022 Q1	$743K	Buy	30,012 +882	+3%	+$22.1K	0.29%	80
2021 Q4	$741K	Sell	29,130 -12,970	-31%	-$331K	0.27%	81
2021 Q3	$1.08M	Sell	42,100 -4,392	-9%	-$113K	0.42%	73
2021 Q2	$1.19M	Buy	46,492 +658	+1%	+$16.9K	0.48%	69
2021 Q1	$1.18M	Buy	45,834 +88	+0.2%	+$2.26K	0.54%	56
2020 Q4	$1.18M	Sell	45,746 -18,050	-28%	-$464K	0.64%	59
2020 Q3	$1.64M	Sell	63,796 -232,534	-78%	-$5.99M	1.09%	24
2020 Q2	$7.65M	Buy	296,330 +23,136	+8%	+$597K	6.16%	2
2020 Q1	$7.07M	Sell	273,194 -18,160	-6%	-$463K	7.45%	2
2019 Q4	$7.35M	Buy	291,354 +27,634	+10%	+$698K	5.59%	3
2019 Q3	$6.67M	Buy	+263,720	New	+$6.67M	5.79%	3

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WT Wealth Management's SCHO Position: Q3 2026 in Review

WT Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 35% in Q3 2026, buying an estimated $1.05M and bringing the position to 168,274 shares worth $4.02M. The position accounts for 1.12% of the portfolio, ranked #25.

WT Wealth Management first reported a position in SCHO in Q3 2019 and has held it in 29 quarters since. The position peaked at $12.3M in Q3 2024. 101 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

WT Wealth Management held 168,274 shares of Schwab Short-Term US Treasury ETF worth $4.02M as of Q3 2026.
WT Wealth Management bought 43,773 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $1.05M.
Schwab Short-Term US Treasury ETF made up 1.12% of WT Wealth Management's portfolio in Q3 2026, its #25 holding.
WT Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 29 quarters since.
WT Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $12.3M in Q3 2024.
101 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.