Ausdal Financial Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ausdal Financial Partners’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	$1.01M	Sell	41,465 -1,075	-3%	-$26.2K	0.04%	388
2025 Q4	$1.04M	Sell	42,540 -12,429	-23%	-$303K	0.05%	355
2025 Q3	$1.34M	Buy	54,969 +3,607	+7%	+$87.8K	0.07%	296
2025 Q2	$1.25M	Sell	51,362 -28,043	-35%	-$681K	0.08%	224
2025 Q1	$1.93M	Sell	79,405 -19	-0%	-$460	0.15%	149
2024 Q4	$1.91M	Buy	79,424 +26,388	+50%	+$639K	0.17%	133
2024 Q3	$1.3M	Sell	53,036 -2,962	-5%	-$72K	0.13%	155
2024 Q2	$1.35M	Sell	55,998 -2,432	-4%	-$58.3K	0.14%	145
2024 Q1	$1.41M	Sell	58,430 -7,766	-12%	-$188K	0.16%	135
2023 Q4	$1.6M	Sell	66,196 -152	-0.2%	-$3.65K	0.2%	115
2023 Q3	$1.59M	Sell	66,348 -4,646	-7%	-$111K	0.22%	113
2023 Q2	$1.71M	Buy	70,994 +836	+1%	+$20.3K	0.23%	106
2023 Q1	$1.71M	Buy	70,158 +4,324	+7%	+$105K	0.24%	107
2022 Q4	$1.59M	Buy	65,834 +8,424	+15%	+$203K	0.23%	104
2022 Q3	$1.39M	Buy	57,410 +12,418	+28%	+$304K	0.22%	114
2022 Q2	$1.11M	Buy	44,992 +11,368	+34%	+$280K	0.17%	159
2022 Q1	$833K	Buy	33,624 +2,686	+9%	+$67.5K	0.11%	199
2021 Q4	$787K	Buy	30,938 +2,698	+10%	+$68.8K	0.11%	213
2021 Q3	$723K	Buy	28,240 +8,342	+42%	+$214K	0.11%	216
2021 Q2	$510K	Buy	19,898 +4,296	+28%	+$110K	0.08%	261
2021 Q1	$400K	Buy	15,602 +3,536	+29%	+$90.8K	0.07%	283
2020 Q4	$310K	Sell	12,066 -386	-3%	-$9.93K	0.06%	307
2020 Q3	$321K	Buy	12,452 +3,254	+35%	+$83.9K	0.08%	246
2020 Q2	$237K	Buy	9,198 +22	+0.2%	+$568	0.08%	242
2020 Q1	$237K	Buy	9,176 +42	+0.5%	+$1.07K	0.08%	230
2019 Q4	$232K	Sell	9,134 -876	-9%	-$22.1K	0.07%	278
2019 Q3	$253K	Sell	10,010 -72	-0.7%	-$1.82K	0.09%	253
2019 Q2	$254K	Buy	10,082 +20	+0.2%	+$502	0.1%	240
2019 Q1	$252K	Buy	10,062 +38	+0.4%	+$949	0.1%	218
2018 Q4	$250K	Sell	10,024 -19,138	-66%	-$475K	0.12%	196
2018 Q3	$723K	Sell	29,162 -954	-3%	-$23.7K	0.2%	143
2018 Q2	$749K	Buy	30,116 +1,510	+5%	+$37.5K	0.23%	134
2018 Q1	$713K	Buy	28,606 +98	+0.3%	+$2.44K	0.25%	119
2017 Q4	$713K	Buy	28,508 +86	+0.3%	+$2.16K	0.26%	123
2017 Q3	$716K	Buy	28,422 +78	+0.3%	+$1.97K	0.28%	101
2017 Q2	$715K	Sell	28,344 -1,310	-4%	-$33.1K	0.31%	92
2017 Q1	$748K	Sell	29,654 -960	-3%	-$24.2K	0.34%	77
2016 Q4	$772K	Buy	30,614 +19,090	+166%	+$483K	0.36%	74
2016 Q3	$293K	Buy	11,524 +118	+1%	+$3K	0.15%	171
2016 Q2	$291K	Buy	+11,406	New	+$290K	0.15%	168
2016 Q1	–	Sell	-1,582	Closed	-$40K	–	873
2015 Q4	$40K	Buy	+1,582	New	+$40K	0.02%	523

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

Ausdal Financial Partners's SCHO Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.5% in Q1 2026, selling an estimated $26.2K and leaving 41,465 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #388.

Ausdal Financial Partners first reported a position in SCHO in Q4 2015 and has held it in 41 quarters since. The position peaked at $1.93M in Q1 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Ausdal Financial Partners held 41,465 shares of Schwab Short-Term US Treasury ETF worth $1.01M as of Q1 2026.
Ausdal Financial Partners sold 1,075 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $26.2K.
Schwab Short-Term US Treasury ETF made up 0.04% of Ausdal Financial Partners's portfolio in Q1 2026, its #388 holding.
Ausdal Financial Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2015 and has held it in 41 quarters since.
Ausdal Financial Partners's Schwab Short-Term US Treasury ETF position peaked at $1.93M in Q1 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.