Badgley Phelps Wealth Managers’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Badgley Phelps Wealth Managers’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	$307K	Buy	12,665 +382	+3%	+$9.3K	0.01%	279
2025 Q4	$299K	Sell	12,283 -593	-5%	-$14.5K	0.01%	283
2025 Q3	$314K	Buy	12,876 +150	+1%	+$3.65K	0.01%	259
2025 Q2	$310K	Buy	12,726 +771	+6%	+$18.7K	0.01%	252
2025 Q1	$291K	Buy	11,955 +836	+8%	+$20.2K	0.01%	261
2024 Q4	$268K	Buy	11,119 +105	+1%	+$2.54K	0.01%	267
2024 Q3	$270K	Buy	11,014 +80	+0.7%	+$1.95K	0.01%	259
2024 Q2	$263K	Buy	10,934 +692	+7%	+$16.6K	0.01%	235
2024 Q1	$247K	Hold	10,242	–	–	0.01%	233
2023 Q4	$248K	Buy	+10,242	New	+$246K	0.01%	228
2022 Q4	–	Sell	-19,580	Closed	-$472K	–	219
2022 Q3	$472K	Sell	19,580 -310	-2%	-$7.58K	0.02%	141
2022 Q2	$489K	Buy	+19,890	New	+$490K	0.02%	145

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

Badgley Phelps Wealth Managers's SCHO Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.1% in Q1 2026, buying an estimated $9.3K and bringing the position to 12,665 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #279.

Badgley Phelps Wealth Managers first reported a position in SCHO in Q2 2022 and has held it in 12 quarters since. The position peaked at $489K in Q2 2022. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Badgley Phelps Wealth Managers held 12,665 shares of Schwab Short-Term US Treasury ETF worth $307K as of Q1 2026.
Badgley Phelps Wealth Managers bought 382 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $9.3K.
Schwab Short-Term US Treasury ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #279 holding.
Badgley Phelps Wealth Managers first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 12 quarters since.
Badgley Phelps Wealth Managers's Schwab Short-Term US Treasury ETF position peaked at $489K in Q2 2022.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.