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Blossom Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Blossom Wealth Management’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 		$508K Buy
20,929
+643
+3% +$15.7K 0.75% 41
2025
Q4 		$494K Sell
20,286
-2,106
-9% -$51.3K 0.82% 40
2025
Q3 		$546K Buy
22,392
+1,055
+5% +$25.7K 0.88% 35
2025
Q2 		$520K Buy
21,337
+853
+4% +$20.7K 0.92% 32
2025
Q1 		$499K Buy
20,484
+2,802
+16% +$67.8K 1% 32
2024
Q4 		$425K Sell
17,682
-6,588
-27% -$160K 0.82% 39
2024
Q3 		$594K Buy
24,270
+762
+3% +$18.5K 1.2% 26
2024
Q2 		$566K Buy
23,508
+1,034
+5% +$24.8K 1.23% 22
2024
Q1 		$542K Buy
22,474
+168
+0.8% +$4.06K 1.3% 23
2023
Q4 		$540K Sell
22,306
-1,516
-6% -$36.4K 1.46% 23
2023
Q3 		$570K Buy
23,822
+162
+0.7% +$3.88K 1.83% 18
2023
Q2 		$569K Buy
23,660
+2,288
+11% +$55.5K 2.08% 16
2023
Q1 		$521K Sell
21,372
-1,218
-5% -$29.5K 2.12% 16
2022
Q4 		$545K Buy
22,590
+1,580
+8% +$38.1K 2.63% 14
2022
Q3 		$507K Sell
21,010
-1,082
-5% -$26.5K 2.85% 11
2022
Q2 		$543K Buy
22,092
+674
+3% +$16.6K 2.75% 9
2022
Q1 		$531K Buy
21,418
+1,470
+7% +$36.9K 2.39% 12
2021
Q4 		$507K Sell
19,948
-6,222
-24% -$159K 2.5% 13
2021
Q3 		$670K Sell
26,170
-1,266
-5% -$32.4K 3.98% 9
2021
Q2 		$703K Sell
27,436
-338
-1% -$8.67K 5.29% 5
2021
Q1 		$713K Sell
27,774
-1,116
-4% -$28.7K 8.29% 5
2020
Q4 		$742K Buy
+28,890
New +$743K 16.59% 1

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

Blossom Wealth Management's SCHO Position: Q1 2026 in Review

Blossom Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.2% in Q1 2026, buying an estimated $15.7K and bringing the position to 20,929 shares worth $508K. The position accounts for 0.75% of the portfolio, ranked #41.

Blossom Wealth Management first reported a position in SCHO in Q4 2020 and has held it in 22 quarters since. The position peaked at $742K in Q4 2020. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Blossom Wealth Management held 20,929 shares of Schwab Short-Term US Treasury ETF worth $508K as of Q1 2026.
  • Blossom Wealth Management bought 643 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $15.7K.
  • Schwab Short-Term US Treasury ETF made up 0.75% of Blossom Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Blossom Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 22 quarters since.
  • Blossom Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $742K in Q4 2020.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.