Bragg Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bragg Financial 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	$460K	Buy	18,969 +206	+1%	+$5.01K	0.01%	285
2025 Q4	$457K	Hold	18,763	–	–	0.01%	282
2025 Q3	$458K	Buy	18,763 +204	+1%	+$4.96K	0.02%	278
2025 Q2	$452K	Sell	18,559 -2,291	-11%	-$55.7K	0.02%	277
2025 Q1	$507K	Hold	20,850	–	–	0.02%	253
2024 Q4	$502K	Buy	+20,850	New	+$505K	0.02%	259
2021 Q3	–	Sell	-8,770	Closed	-$225K	–	300
2021 Q2	$225K	Buy	+8,770	New	+$225K	0.01%	290

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

Bragg Financial Advisors's SCHO Position: Q1 2026 in Review

Bragg Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.1% in Q1 2026, buying an estimated $5.01K and bringing the position to 18,969 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #285.

Bragg Financial Advisors first reported a position in SCHO in Q2 2021 and has held it in 7 quarters since. The position peaked at $507K in Q1 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Bragg Financial Advisors held 18,969 shares of Schwab Short-Term US Treasury ETF worth $460K as of Q1 2026.
Bragg Financial Advisors bought 206 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $5.01K.
Schwab Short-Term US Treasury ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #285 holding.
Bragg Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and has held it in 7 quarters since.
Bragg Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $507K in Q1 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.