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

Alliance Wealth Management Group’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	$1.22M	Buy	50,368 +317	+0.6%	+$7.72K	0.27%	47
2025 Q4	$1.22M	Buy	50,051 +1,571	+3%	+$38.3K	0.27%	49
2025 Q3	$1.18M	Buy	48,480 +2,746	+6%	+$66.8K	0.26%	49
2025 Q2	$1.11M	Sell	45,734 -113	-0.2%	-$2.75K	0.28%	43
2025 Q1	$1.12M	Sell	45,847 -280	-0.6%	-$6.78K	0.3%	43
2024 Q4	$1.11M	Buy	46,127 +1,793	+4%	+$43.4K	0.3%	43
2024 Q3	$1.09M	Buy	44,334 +732	+2%	+$17.8K	0.29%	43
2024 Q2	$1.05M	Buy	43,602 +1,692	+4%	+$40.6K	0.3%	42
2024 Q1	$1.01M	Sell	41,910 -35,086	-46%	-$847K	0.3%	42
2023 Q4	$1.87M	Buy	+76,996	New	+$1.85M	0.58%	37
2023 Q2	$1.9M	Sell	78,910 -36,562	-32%	-$887K	0.62%	35
2023 Q1	$2.82M	Buy	115,472 +8,566	+8%	+$207K	0.96%	28
2022 Q4	$2.58M	Sell	106,906 -2,894	-3%	-$69.8K	0.94%	30
2022 Q3	$2.65M	Buy	109,800 +68,472	+166%	+$1.67M	1.03%	27
2022 Q2	$1.02M	Sell	41,328 -2,724	-6%	-$67.2K	0.38%	40
2022 Q1	$1.09M	Buy	44,052 +1,704	+4%	+$42.8K	0.35%	40
2021 Q4	$1.08M	Buy	42,348 +44	+0.1%	+$1.12K	0.33%	39
2021 Q3	$1.08M	Buy	42,304 +2,852	+7%	+$73.1K	0.35%	39
2021 Q2	$1.01M	Buy	39,452 +2,182	+6%	+$56K	0.34%	38
2021 Q1	$956K	Sell	37,270 -57,026	-60%	-$1.46M	0.36%	32
2020 Q4	$2.42M	Buy	94,296 +2,714	+3%	+$69.8K	0.95%	23
2020 Q3	$2.36M	Buy	91,582 +13,054	+17%	+$336K	1.01%	23
2020 Q2	$2.03M	Buy	78,528 +47,474	+153%	+$1.23M	0.93%	23
2020 Q1	$803K	Buy	31,054 +786	+3%	+$20K	0.43%	32
2019 Q4	$764K	Buy	30,268 +1,412	+5%	+$35.7K	0.34%	36
2019 Q3	$730K	Buy	28,856 +966	+3%	+$24.4K	0.35%	36
2019 Q2	$706K	Buy	27,890 +3,850	+16%	+$96.7K	0.35%	36
2019 Q1	$603K	Sell	24,040 -408	-2%	-$10.2K	0.32%	37
2018 Q4	$610K	Buy	24,448 +666	+3%	+$16.5K	0.36%	35
2018 Q3	$589K	Buy	23,782 +4,116	+21%	+$102K	0.32%	33
2018 Q2	$489K	Buy	19,666 +2,868	+17%	+$71.2K	0.28%	41
2018 Q1	$419K	Sell	16,798 -1,962	-10%	-$48.9K	0.2%	52
2017 Q4	$460K	Sell	18,760 -1,316	-7%	-$33K	0.23%	51
2017 Q3	$500K	Buy	20,076 +10,680	+114%	+$270K	0.13%	58
2017 Q2	$233K	Buy	9,396 +920	+11%	+$23.2K	0.13%	60
2017 Q1	$210K	Sell	8,476 -19,724	-70%	-$497K	0.12%	65
2016 Q4	$710K	Buy	+28,200	New	+$713K	0.52%	18

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

Alliance Wealth Management Group's SCHO Position: Q1 2026 in Review

Alliance Wealth Management Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.63% in Q1 2026, buying an estimated $7.72K and bringing the position to 50,368 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #47.

Alliance Wealth Management Group first reported a position in SCHO in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.82M in Q1 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Alliance Wealth Management Group held 50,368 shares of Schwab Short-Term US Treasury ETF worth $1.22M as of Q1 2026.
Alliance Wealth Management Group bought 317 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $7.72K.
Schwab Short-Term US Treasury ETF made up 0.27% of Alliance Wealth Management Group's portfolio in Q1 2026, its #47 holding.
Alliance Wealth Management Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and has held it in 37 quarters since.
Alliance Wealth Management Group's Schwab Short-Term US Treasury ETF position peaked at $2.82M in Q1 2023.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.