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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 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

WT Wealth Management's SCHO Position: Q2 2026 in Review

WT Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.6% in Q2 2026, buying an estimated $239K and bringing the position to 124,501 shares worth $3.01M. The position accounts for 0.83% of the portfolio, ranked #34.

WT Wealth Management first reported a position in SCHO in Q3 2019 and has held it in 28 quarters since. The position peaked at $12.3M in Q3 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

WT Wealth Management held 124,501 shares of Schwab Short-Term US Treasury ETF worth $3.01M as of Q2 2026.
WT Wealth Management bought 9,882 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $239K.
Schwab Short-Term US Treasury ETF made up 0.83% of WT Wealth Management's portfolio in Q2 2026, its #34 holding.
WT Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 28 quarters since.
WT Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $12.3M in Q3 2024.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.