Burk Holdings’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Burk Holdings’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	$2.09M	Buy	85,998 +14,113	+20%	+$344K	0.89%	27
2025 Q4	$1.75M	Buy	71,885 +19,984	+39%	+$487K	0.84%	27
2025 Q3	$1.27M	Buy	51,901 +13,611	+36%	+$331K	0.68%	30
2025 Q2	$934K	Buy	38,290 +28,509	+291%	+$693K	0.58%	31
2025 Q1	$238K	Buy	+9,781	New	+$237K	0.18%	54

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

Burk Holdings's SCHO Position: Q1 2026 in Review

Burk Holdings increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 20% in Q1 2026, buying an estimated $344K and bringing the position to 85,998 shares worth $2.09M. The position accounts for 0.89% of the portfolio, ranked #27.

Burk Holdings first reported a position in SCHO in Q1 2025 and has held it in 5 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Burk Holdings held 85,998 shares of Schwab Short-Term US Treasury ETF worth $2.09M as of Q1 2026.
Burk Holdings bought 14,113 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $344K.
Schwab Short-Term US Treasury ETF made up 0.89% of Burk Holdings's portfolio in Q1 2026, its #27 holding.
Burk Holdings first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.