Maltin Wealth Management, Inc. SCHO holdings history
SCHWAB SHORT-TERM US TREAS · CUSIP 808524862 · CIK 1764260
As of 2026-06-30, Maltin Wealth Management, Inc. reported 312.09K SCHO (shares), valued at $7.53M, or 2.52% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 47.08%; reported value increased 46.29%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.52% | 312,086 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 1.97% | 212,185 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 2.02% | 207,885 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 2.07% | 204,307 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 2.41% | 219,383 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 2.31% | 201,696 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 2.29% | 193,621 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 2.41% | 101,236 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 2.71% | 104,722 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 1.96% | 72,257 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 2.18% | 70,771 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 1.38% | 41,182 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.38% | 41,182 | $1.97M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 2.18% | 70,771 | $3.43M | Shares increased 71.85%; reported value increased 73.86%, and weight changed +0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 1.96% | 72,257 | $3.48M | Shares increased 2.10%; reported value increased 1.59%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 2.71% | 104,722 | $5.04M | Shares increased 44.93%; reported value increased 44.69%, and weight changed +0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 2.41% | 101,236 | $4.96M | Shares decreased 3.33%; reported value decreased 1.62%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 2.29% | 193,621 | $4.66M | Shares increased 91.26%; reported value decreased 6.05%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 2.31% | 201,696 | $4.91M | Shares increased 4.17%; reported value increased 5.38%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 2.41% | 219,383 | $5.35M | Shares increased 8.77%; reported value increased 8.95%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 2.07% | 204,307 | $4.99M | Shares decreased 6.87%; reported value decreased 6.80%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 2.02% | 207,885 | $5.07M | Shares increased 1.75%; reported value increased 1.63%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 1.97% | 212,185 | $5.15M | Shares increased 2.07%; reported value increased 1.65%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 2.52% | 312,086 | $7.53M | Shares increased 47.08%; reported value increased 46.29%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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