Balanced Rock Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Balanced Rock Investment Advisors’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	$1.73M	Buy	71,126 +1,513	+2%	+$36.8K	1.21%	29
2025 Q4	$1.7M	Buy	69,613 +690	+1%	+$16.8K	1.21%	28
2025 Q3	$1.68M	Buy	68,923 +5,341	+8%	+$130K	1.23%	28
2025 Q2	$1.55M	Buy	63,582 +214	+0.3%	+$5.2K	1.22%	28
2025 Q1	$1.54M	Buy	63,368 +965	+2%	+$23.4K	1.23%	26
2024 Q4	$1.5M	Buy	62,403 +4,859	+8%	+$118K	1.19%	27
2024 Q3	$1.41M	Buy	57,544 +4,996	+10%	+$121K	1.1%	27
2024 Q2	$1.26M	Buy	52,548 +2,906	+6%	+$69.7K	1.06%	28
2024 Q1	$1.2M	Sell	49,642 -11,414	-19%	-$276K	1.02%	29
2023 Q4	$1.48M	Buy	+61,056	New	+$1.47M	1.31%	22

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

Balanced Rock Investment Advisors's SCHO Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.2% in Q1 2026, buying an estimated $36.8K and bringing the position to 71,126 shares worth $1.73M. The position accounts for 1.21% of the portfolio, ranked #29.

Balanced Rock Investment Advisors first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Balanced Rock Investment Advisors held 71,126 shares of Schwab Short-Term US Treasury ETF worth $1.73M as of Q1 2026.
Balanced Rock Investment Advisors bought 1,513 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $36.8K.
Schwab Short-Term US Treasury ETF made up 1.21% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #29 holding.
Balanced Rock Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.