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Bogart Wealth LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bogart Wealth LLC’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 		$83.4K Sell
3,437
-168
-5% -$4.09K ﹤0.01% 379
2025
Q4 		$87.9K Buy
3,605
+357
+11% +$8.7K ﹤0.01% 355
2025
Q3 		$79.2K Buy
3,248
+25
+0.8% +$608 ﹤0.01% 358
2025
Q2 		$78.6K Buy
3,223
+25
+0.8% +$607 ﹤0.01% 356
2025
Q1 		$77.8K Buy
3,198
+201
+7% +$4.87K ﹤0.01% 334
2024
Q4 		$72.1K Buy
2,997
+33
+1% +$799 ﹤0.01% 352
2024
Q3 		$72.6K Buy
2,964
+62
+2% +$1.51K ﹤0.01% 346
2024
Q2 		$69.8K Sell
2,902
-390
-12% -$9.35K ﹤0.01% 338
2024
Q1 		$79.3K Sell
3,292
-1,218
-27% -$29.4K ﹤0.01% 308
2023
Q4 		$109K Buy
4,510
+2,978
+194% +$71.5K 0.01% 259
2023
Q3 		$36.7K Sell
1,532
-1,234
-45% -$29.6K ﹤0.01% 393
2023
Q2 		$66.4K Sell
2,766
-1,212
-30% -$29.4K ﹤0.01% 294
2023
Q1 		$97K Sell
3,978
-3,782
-49% -$91.6K 0.01% 233
2022
Q4 		$187K Buy
7,760
+1,276
+20% +$30.8K 0.01% 183
2022
Q3 		$156K Sell
6,484
-1,202
-16% -$29.4K 0.01% 184
2022
Q2 		$189K Sell
7,686
-1,204
-14% -$29.7K 0.02% 164
2022
Q1 		$220K Sell
8,890
-1,192
-12% -$29.9K 0.02% 157
2021
Q4 		$256K Buy
10,082
+2,754
+38% +$70.2K 0.02% 146
2021
Q3 		$188K Sell
7,328
-528
-7% -$13.5K 0.02% 150
2021
Q2 		$201K Sell
7,856
-384
-5% -$9.85K 0.02% 146
2021
Q1 		$211K Buy
8,240
+10
+0.1% +$257 0.03% 132
2020
Q4 		$211K Sell
8,230
-450
-5% -$11.6K 0.04% 126
2020
Q3 		$223K Sell
8,680
-110
-1% -$2.83K 0.05% 122
2020
Q2 		$227K Sell
8,790
-1,516
-15% -$39.1K 0.05% 117
2020
Q1 		$267K Sell
10,306
-30,024
-74% -$765K 0.07% 107
2019
Q4 		$1.02M Buy
40,330
+2,226
+6% +$56.2K 0.33% 52
2019
Q3 		$964K Buy
38,104
+9,670
+34% +$244K 0.47% 40
2019
Q2 		$719K Sell
28,434
-146
-0.5% -$3.67K 0.43% 44
2019
Q1 		$717K Buy
+28,580
New +$714K 0.35% 44

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

Bogart Wealth LLC's SCHO Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.7% in Q1 2026, selling an estimated $4.09K and leaving 3,437 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Bogart Wealth LLC first reported a position in SCHO in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.02M in Q4 2019. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Bogart Wealth LLC held 3,437 shares of Schwab Short-Term US Treasury ETF worth $83.4K as of Q1 2026.
  • Bogart Wealth LLC sold 168 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $4.09K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #379 holding.
  • Bogart Wealth LLC first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 29 quarters since.
  • Bogart Wealth LLC's Schwab Short-Term US Treasury ETF position peaked at $1.02M in Q4 2019.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.