Bridgelight Financial Advisors, Inc.’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$200K Buy
+8,293
New +$200K 0.14% 49

Other funds holding SCHO

Bridgelight Financial Advisors, Inc.'s SCHO Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 8,293 shares worth $200K. The stake represents 0.14% of the portfolio and ranks #49 among its holdings.

335 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 8,293 shares of Schwab Short-Term US Treasury ETF worth $200K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Bridgelight Financial Advisors, Inc. position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.14% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #49 holding.
  • 335 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.