Anchor Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Anchor Investment 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	$96.6K	Hold	3,980	–	–	0.01%	486
2025 Q4	$97K	Hold	3,980	–	–	0.01%	490
2025 Q3	$97.1K	Hold	3,980	–	–	0.01%	494
2025 Q2	$97K	Hold	3,980	–	–	0.01%	479
2025 Q1	$96.9K	Hold	3,980	–	–	0.01%	465
2024 Q4	$95.8K	Hold	3,980	–	–	0.01%	471
2024 Q3	$97.5K	Sell	3,980 -350	-8%	-$8.51K	0.01%	469
2024 Q2	$104K	Hold	4,330	–	–	0.01%	428
2024 Q1	$104K	Hold	4,330	–	–	0.01%	437
2023 Q4	$105K	Hold	4,330	–	–	0.01%	436
2023 Q3	$104K	Hold	4,330	–	–	0.01%	423
2023 Q2	$104K	Hold	4,330	–	–	0.01%	417
2023 Q1	$106K	Hold	4,330	–	–	0.01%	435
2022 Q4	$104K	Hold	4,330	–	–	0.02%	431
2022 Q3	$104K	Hold	4,330	–	–	0.02%	425
2022 Q2	$106K	Hold	4,330	–	–	0.02%	444
2022 Q1	$107K	Hold	4,330	–	–	0.01%	462
2021 Q4	$110K	Sell	4,330 -2,000	-32%	-$51K	0.01%	467
2021 Q3	$162K	Sell	6,330 -250	-4%	-$6.41K	0.02%	385
2021 Q2	$169K	Hold	6,580	–	–	0.02%	382
2021 Q1	$169K	Hold	6,580	–	–	0.03%	368
2020 Q4	$169K	Hold	6,580	–	–	0.03%	322
2020 Q3	$169K	Buy	6,580 +400	+6%	+$10.3K	0.03%	301
2020 Q2	$160K	Hold	6,180	–	–	0.04%	301
2020 Q1	$160K	Hold	6,180	–	–	0.04%	281
2019 Q4	$156K	Sell	6,180 -180	-3%	-$4.55K	0.03%	317
2019 Q3	$161K	Hold	6,360	–	–	0.04%	314
2019 Q2	$161K	Hold	6,360	–	–	0.04%	314
2019 Q1	$160K	Sell	6,360 -390	-6%	-$9.74K	0.04%	319
2018 Q4	$168K	Hold	6,750	–	–	0.05%	295
2018 Q3	$167K	Hold	6,750	–	–	0.04%	315
2018 Q2	$168K	Hold	6,750	–	–	0.04%	325
2018 Q1	$168K	Hold	6,750	–	–	0.04%	317
2017 Q4	$169K	Buy	6,750 +2,000	+42%	+$50.2K	0.04%	304
2017 Q3	$120K	Hold	4,750	–	–	0.04%	321
2017 Q2	$120K	Buy	+4,750	New	+$120K	0.04%	299

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

Anchor Investment Management's SCHO Position: Q1 2026 in Review

Anchor Investment Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2026 at 3,980 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #486.

Anchor Investment Management first reported a position in SCHO in Q2 2017 and has held it in 36 quarters since. The position peaked at $169K in Q3 2020. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Anchor Investment Management held 3,980 shares of Schwab Short-Term US Treasury ETF worth $96.6K as of Q1 2026.
Anchor Investment Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #486 holding.
Anchor Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2017 and has held it in 36 quarters since.
Anchor Investment Management's Schwab Short-Term US Treasury ETF position peaked at $169K in Q3 2020.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.