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Autumn Glory Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Autumn Glory 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 		$361K Buy
14,870
+6,507
+78% +$158K 0.13% 151
2025
Q4 		$204K Buy
+8,363
New +$204K 0.07% 200

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

Autumn Glory Partners's SCHO Position: Q1 2026 in Review

Autumn Glory Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 78% in Q1 2026, buying an estimated $158K and bringing the position to 14,870 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #151.

Autumn Glory Partners first reported a position in SCHO in Q4 2025 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Autumn Glory Partners held 14,870 shares of Schwab Short-Term US Treasury ETF worth $361K as of Q1 2026.
  • Autumn Glory Partners bought 6,507 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $158K.
  • Schwab Short-Term US Treasury ETF made up 0.13% of Autumn Glory Partners's portfolio in Q1 2026, its #151 holding.
  • Autumn Glory Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.