Charles Schwab
SHV icon

Charles Schwab’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Charles Schwab’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Sell
11,121
-362
-3% -$39.9K ﹤0.01% 2846
2025
Q4 		$1.26M Sell
11,483
-245
-2% -$27K ﹤0.01% 2850
2025
Q3 		$1.3M Sell
11,728
-539
-4% -$59.4K ﹤0.01% 2869
2025
Q2 		$1.35M Sell
12,267
-489
-4% -$53.9K ﹤0.01% 2800
2025
Q1 		$1.41M Sell
12,756
-551
-4% -$60.8K ﹤0.01% 2723
2024
Q4 		$1.47M Sell
13,307
-668
-5% -$73.7K ﹤0.01% 2779
2024
Q3 		$1.55M Sell
13,975
-541
-4% -$59.7K ﹤0.01% 2785
2024
Q2 		$1.6M Sell
14,516
-1,954
-12% -$215K ﹤0.01% 2775
2024
Q1 		$1.82M Sell
16,470
-1,127
-6% -$124K ﹤0.01% 2624
2023
Q4 		$1.94M Sell
17,597
-1,299
-7% -$143K ﹤0.01% 2634
2023
Q3 		$2.09M Buy
+18,896
New +$2.08M ﹤0.01% 2583
2023
Q2 		– Sell
-3,268,919
Closed -$361M – 3675
2023
Q1 		$361M Sell
3,268,919
-54,364
-2% -$5.99M 0.11% 161
2022
Q4 		$365M Buy
+3,323,283
New +$365M 0.12% 160
2020
Q3 		– Sell
-418,899
Closed -$46.4M – 3364
2020
Q2 		$46.4M Sell
418,899
-212,761
-34% -$23.6M 0.02% 652
2020
Q1 		$70.1M Buy
+631,660
New +$69.9M 0.04% 400

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab's SHV Position: Q1 2026 in Review

Charles Schwab reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.2% in Q1 2026, selling an estimated $39.9K and leaving 11,121 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

Charles Schwab first reported a position in SHV in Q1 2020 and has held it in 15 quarters since. The position peaked at $365M in Q4 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Charles Schwab held 11,121 shares of iShares 0-1 Year Treasury Bond ETF worth $1.23M as of Q1 2026.
  • Charles Schwab sold 362 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $39.9K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2846 holding.
  • Charles Schwab first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 15 quarters since.
  • Charles Schwab's iShares 0-1 Year Treasury Bond ETF position peaked at $365M in Q4 2022.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.