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Brooklyn Investment Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Brooklyn Investment Group’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 		$13.4M Sell
552,714
-132,685
-19% -$3.23M 0.42% 31
2025
Q4 		$16.7M Buy
+685,399
New +$16.7M 0.77% 15

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $3.37T AUM 44.26% 1-Year Est. Return

Brooklyn Investment Group's SCHO Position: Q1 2026 in Review

Brooklyn Investment Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 19% in Q1 2026, selling an estimated $3.23M and leaving 552,714 shares worth $13.4M. The position accounts for 0.42% of the portfolio, ranked #31.

Brooklyn Investment Group first reported a position in SCHO in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.7M in Q4 2025. 696 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Brooklyn Investment Group held 552,714 shares of Schwab Short-Term US Treasury ETF worth $13.4M as of Q1 2026.
  • Brooklyn Investment Group sold 132,685 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $3.23M.
  • Schwab Short-Term US Treasury ETF made up 0.42% of Brooklyn Investment Group's portfolio in Q1 2026, its #31 holding.
  • Brooklyn Investment Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Brooklyn Investment Group's Schwab Short-Term US Treasury ETF position peaked at $16.7M in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.