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

AE 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 Q1	$14.1M	Buy	581,081 +576,027	+11,397%	+$14M	0.08%	251
2025 Q4	$123K	Buy	5,054 +477	+10%	+$11.6K	﹤0.01%	1640
2025 Q3	$112K	Sell	4,577 -2,305	-33%	-$56.1K	﹤0.01%	1537
2025 Q2	$168K	Sell	6,882 -16,348	-70%	-$397K	﹤0.01%	1354
2025 Q1	$565K	Buy	23,230 +19,428	+511%	+$470K	﹤0.01%	878
2024 Q4	$91.5K	Buy	+3,802	New	+$92.1K	﹤0.01%	1454
2024 Q3	–	Sell	-8,630	Closed	-$208K	–	1314
2024 Q2	$208K	Buy	+8,630	New	+$207K	﹤0.01%	1154
2024 Q1	–	Sell	-95,852	Closed	-$2.32M	–	1827
2023 Q4	$2.32M	Sell	95,852 -150,478	-61%	-$3.61M	0.01%	851
2023 Q3	$5.9M	Buy	246,330 +1,080	+0.4%	+$25.9K	0.04%	505
2023 Q2	$5.89M	Buy	245,250 +59,130	+32%	+$1.43M	0.04%	491
2023 Q1	$4.54M	Buy	186,120 +164,506	+761%	+$3.98M	0.03%	530
2022 Q4	$521K	Buy	21,614 +6,474	+43%	+$156K	﹤0.01%	1299
2022 Q3	$365K	Sell	15,140 -1,628	-10%	-$39.8K	﹤0.01%	1395
2022 Q2	$412K	Buy	16,768 +5,096	+44%	+$126K	﹤0.01%	1300
2022 Q1	$289K	Sell	11,672 -19,670	-63%	-$494K	﹤0.01%	1435
2021 Q4	$797K	Sell	31,342 -22,534	-42%	-$574K	0.01%	1040
2021 Q3	$1.38M	Sell	53,876 -237,904	-82%	-$6.1M	0.01%	770
2021 Q2	$7.47M	Buy	291,780 +112,994	+63%	+$2.9M	0.07%	274
2021 Q1	$4.59M	Buy	178,786 +21,946	+14%	+$564K	0.05%	335
2020 Q4	$4.03M	Sell	156,840 -304,888	-66%	-$7.84M	0.05%	304
2020 Q3	$11.9M	Buy	461,728 +179,650	+64%	+$4.63M	0.17%	123
2020 Q2	$7.28M	Buy	282,078 +197,968	+235%	+$5.11M	0.11%	175
2020 Q1	$2.18M	Buy	84,110 +16,160	+24%	+$412K	0.05%	292
2019 Q4	$1.72M	Buy	67,950 +50,050	+280%	+$1.26M	0.04%	380
2019 Q3	$453K	Buy	17,900 +9,438	+112%	+$239K	0.01%	647
2019 Q2	$214K	Sell	8,462 -2,432	-22%	-$61.1K	0.01%	875
2019 Q1	$273K	Buy	+10,894	New	+$272K	0.02%	493
2018 Q1	–	Sell	-8,374	Closed	-$209K	–	468
2017 Q4	$209K	Buy	+8,374	New	+$210K	0.02%	390

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's SCHO Position: Q1 2026 in Review

AE Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 11,397% in Q1 2026, buying an estimated $14M and bringing the position to 581,081 shares worth $14.1M. The position accounts for 0.08% of the portfolio, ranked #251.

AE Wealth Management first reported a position in SCHO in Q4 2017 and has held it in 28 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

AE Wealth Management held 581,081 shares of Schwab Short-Term US Treasury ETF worth $14.1M as of Q1 2026.
AE Wealth Management bought 576,027 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $14M.
Schwab Short-Term US Treasury ETF made up 0.08% of AE Wealth Management's portfolio in Q1 2026, its #251 holding.
AE Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 28 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.