Ashton Thomas Private Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ashton Thomas Private Wealth’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	$313K	Sell	12,910 -82	-0.6%	-$2K	0.01%	871
2025 Q4	$317K	Sell	12,992 -5,216	-29%	-$127K	0.01%	802
2025 Q3	$444K	Buy	18,208 +7,687	+73%	+$187K	0.01%	674
2025 Q2	$257K	Buy	10,521 +1,206	+13%	+$29.3K	0.01%	739
2025 Q1	$227K	Sell	9,315 -6,276	-40%	-$152K	0.01%	744
2024 Q4	$375K	Buy	15,591 +3,725	+31%	+$90.2K	0.01%	587
2024 Q3	$291K	Hold	11,866	–	–	0.02%	522
2024 Q2	$286K	Sell	11,866 -2,000	-14%	-$48K	0.02%	495
2024 Q1	$334K	Buy	13,866 +10	+0.1%	+$241	0.02%	481
2023 Q4	$336K	Buy	13,856 +6	+0%	+$144	0.02%	485
2023 Q3	$332K	Sell	13,850 -2,270	-14%	-$54.4K	0.02%	462
2023 Q2	$387K	Sell	16,120 -1,324	-8%	-$32.1K	0.03%	437
2023 Q1	$426K	Buy	17,444 +8	+0%	+$194	0.04%	381
2022 Q4	$421K	Buy	17,436 +2,592	+17%	+$62.5K	0.04%	359
2022 Q3	$358K	Sell	14,844 -2,990	-17%	-$73.1K	0.04%	363
2022 Q2	$439K	Buy	17,834 +5,586	+46%	+$138K	0.05%	324
2022 Q1	$303K	Buy	+12,248	New	+$308K	0.03%	407

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

Ashton Thomas Private Wealth's SCHO Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.63% in Q1 2026, selling an estimated $2K and leaving 12,910 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #871.

Ashton Thomas Private Wealth first reported a position in SCHO in Q1 2022 and has held it in 17 quarters since. The position peaked at $444K in Q3 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Ashton Thomas Private Wealth held 12,910 shares of Schwab Short-Term US Treasury ETF worth $313K as of Q1 2026.
Ashton Thomas Private Wealth sold 82 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $2K.
Schwab Short-Term US Treasury ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #871 holding.
Ashton Thomas Private Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and has held it in 17 quarters since.
Ashton Thomas Private Wealth's Schwab Short-Term US Treasury ETF position peaked at $444K in Q3 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.