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Chapman Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Chapman Financial 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 		$10.6K Hold
436
– – 0.01% 224
2025
Q4 		$10.6K Hold
436
– – 0.01% 220
2025
Q3 		$10.6K Hold
436
– – 0.01% 218
2025
Q2 		$10.6K Buy
+436
New +$10.6K 0.01% 183
2024
Q4 		$10.5K Buy
+436
New +$10.6K 0.01% 188

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

Chapman Financial Group's SCHO Position: Q1 2026 in Review

Chapman Financial Group held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2026 at 436 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #224.

Chapman Financial Group first reported a position in SCHO in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.6K in Q3 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Chapman Financial Group held 436 shares of Schwab Short-Term US Treasury ETF worth $10.6K as of Q1 2026.
  • Chapman Financial Group left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2026.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Chapman Financial Group's portfolio in Q1 2026, its #224 holding.
  • Chapman Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Schwab Short-Term US Treasury ETF position peaked at $10.6K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.