Brinker Capital Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$469K Sell
19,304
-48,440
-72% -$1.18M ﹤0.01% 1490
2025
Q4
$1.65M Buy
67,744
+30,296
+81% +$739K 0.01% 956
2025
Q3
$914K Buy
37,448
+14,613
+64% +$356K 0.01% 1274
2025
Q2
$557K Buy
22,835
+2,392
+12% +$58.1K ﹤0.01% 1461
2025
Q1
$498K Sell
20,443
-1,874
-8% -$45.4K ﹤0.01% 1428
2024
Q4
$537K Buy
22,317
+1,239
+6% +$30K 0.01% 1315
2024
Q3
$516K Buy
21,078
+5,820
+38% +$141K 0.01% 1325
2024
Q2
$367K Buy
15,258
+1,670
+12% +$40.1K ﹤0.01% 1388
2024
Q1
$328K Sell
13,588
-9,468
-41% -$229K ﹤0.01% 1423
2023
Q4
$558K Buy
23,056
+5,114
+29% +$123K 0.01% 1165
2023
Q3
$430K Sell
17,942
-312
-2% -$7.48K 0.01% 1258
2023
Q2
$439K Buy
18,254
+6,390
+54% +$155K ﹤0.01% 1259
2023
Q1
$289K Buy
+11,864
New +$287K ﹤0.01% 1358
2020
Q1
Sell
-1,380
Closed -$35K 672
2019
Q4
$35K Sell
1,380
-29,296
-96% -$740K ﹤0.01% 452
2019
Q3
$776K Buy
30,676
+1,116
+4% +$28.2K 0.03% 253
2019
Q2
$748K Sell
29,560
-1,278
-4% -$32.1K 0.02% 281
2019
Q1
$774K Buy
30,838
+418
+1% +$10.4K 0.02% 265
2018
Q4
$759K Sell
30,420
-21,470
-41% -$532K 0.03% 247
2018
Q3
$1.29M Buy
51,890
+3,170
+7% +$78.7K 0.04% 196
2018
Q2
$1.21M Sell
48,720
-19,790
-29% -$492K 0.04% 216
2018
Q1
$1.71M Buy
68,510
+3,554
+5% +$88.6K 0.06% 187
2017
Q4
$1.63M Sell
64,956
-159,576
-71% -$4.01M 0.05% 191
2017
Q3
$5.66M Sell
224,532
-5,750
-2% -$145K 0.2% 105
2017
Q2
$5.8M Buy
230,282
+4,794
+2% +$121K 0.22% 106
2017
Q1
$5.69M Buy
225,488
+66,790
+42% +$1.68M 0.23% 97
2016
Q4
$4M Sell
158,698
-9,266
-6% -$234K 0.17% 105
2016
Q3
$4.26M Sell
167,964
-2,080
-1% -$52.8K 0.18% 101
2016
Q2
$4.33M Sell
170,044
-37,900
-18% -$962K 0.18% 100
2016
Q1
$5.28M Buy
207,944
+33,462
+19% +$848K 0.23% 88
2015
Q4
$4.4M Buy
174,482
+3,866
+2% +$97.8K 0.19% 103
2015
Q3
$4.33M Buy
170,616
+138,476
+431% +$3.51M 0.19% 103
2015
Q2
$815K Buy
32,140
+24,238
+307% +$615K 0.03% 197
2015
Q1
$201K Sell
7,902
-722
-8% -$18.3K 0.01% 261
2014
Q4
$218K Buy
8,624
+1,216
+16% +$30.8K 0.01% 253
2014
Q3
$187K Sell
7,408
-2,932
-28% -$74.1K 0.01% 239
2014
Q2
$262K Buy
10,340
+270
+3% +$6.83K 0.01% 247
2014
Q1
$255K Buy
10,070
+6,642
+194% +$168K 0.01% 248
2013
Q4
$87K Buy
3,428
+272
+9% +$6.88K ﹤0.01% 276
2013
Q3
$80K Buy
3,156
+536
+20% +$13.5K ﹤0.01% 282
2013
Q2
$66K Buy
+2,620
New +$66.2K ﹤0.01% 284

Other funds holding SCHO

Brinker Capital Investments's SCHO Position: Q1 2026 in Review

Brinker Capital Investments reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 72% in Q1 2026, selling an estimated $1.18M and leaving 19,304 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Brinker Capital Investments first reported a position in SCHO in Q2 2013 and has held it in 40 quarters since. The position peaked at $5.8M in Q2 2017. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Brinker Capital Investments held 19,304 shares of Schwab Short-Term US Treasury ETF worth $469K as of Q1 2026.
  • Brinker Capital Investments sold 48,440 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.18M.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1490 holding.
  • Brinker Capital Investments first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and has held it in 40 quarters since.
  • Brinker Capital Investments's Schwab Short-Term US Treasury ETF position peaked at $5.8M in Q2 2017.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.