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Altiora Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Altiora Financial 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 		$8.2M Sell
338,022
-989
-0.3% -$24.1K 1.35% 19
2025
Q4 		$8.26M Sell
339,011
-543,831
-62% -$13.3M 1.42% 19
2025
Q3 		$21.5M Sell
882,842
-34,217
-4% -$833K 3.94% 7
2025
Q2 		$22.4M Sell
917,059
-17,185
-2% -$418K 4.37% 6
2025
Q1 		$22.7M Sell
934,244
-103,852
-10% -$2.51M 4.83% 4
2024
Q4 		$25M Buy
1,038,096
+14,818
+1% +$359K 5.43% 4
2024
Q3 		$25.1M Sell
1,023,278
-45,782
-4% -$1.11M 5.54% 4
2024
Q2 		$25.7M Buy
1,069,060
+6,544
+0.6% +$157K 6.18% 3
2024
Q1 		$25.6M Buy
1,062,516
+26,352
+3% +$636K 6.95% 3
2023
Q4 		$25.1M Buy
1,036,164
+215,598
+26% +$5.18M 7.27% 3
2023
Q3 		$19.6M Sell
820,566
-63,998
-7% -$1.53M 9.12% 3
2023
Q2 		$21.3M Buy
884,564
+5,558
+0.6% +$135K 9.34% 3
2023
Q1 		$21.4M Buy
879,006
+8,310
+1% +$201K 9.89% 3
2022
Q4 		$21M Buy
+870,696
New +$21M 10.48% 3

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Altiora Financial Group's SCHO Position: Q1 2026 in Review

Altiora Financial Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.29% in Q1 2026, selling an estimated $24.1K and leaving 338,022 shares worth $8.2M. The position accounts for 1.35% of the portfolio, ranked #19.

Altiora Financial Group first reported a position in SCHO in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.7M in Q2 2024. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Altiora Financial Group held 338,022 shares of Schwab Short-Term US Treasury ETF worth $8.2M as of Q1 2026.
  • Altiora Financial Group sold 989 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $24.1K.
  • Schwab Short-Term US Treasury ETF made up 1.35% of Altiora Financial Group's portfolio in Q1 2026, its #19 holding.
  • Altiora Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • Altiora Financial Group's Schwab Short-Term US Treasury ETF position peaked at $25.7M in Q2 2024.
  • 694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.