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Clear Investment Research’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clear Investment Research’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 		$1.19M Sell
49,167
-3,220
-6% -$78.4K 1.87% 16
2025
Q4 		$1.28M Buy
52,387
+3,673
+8% +$89.6K 2.12% 14
2025
Q3 		$1.19M Sell
48,714
-29,610
-38% -$720K 1.59% 16
2025
Q2 		$1.91M Buy
78,324
+1,809
+2% +$44K 2.41% 11
2025
Q1 		$1.86M Sell
76,515
-1,354
-2% -$32.8K 2.49% 10
2024
Q4 		$1.87M Buy
77,869
+1,617
+2% +$39.2K 2.41% 11
2024
Q3 		$1.87M Sell
76,252
-4,946
-6% -$120K 2.43% 10
2024
Q2 		$1.95M Buy
81,198
+15,100
+23% +$362K 2.55% 13
2024
Q1 		$1.59M Buy
66,098
+11,126
+20% +$269K 2.14% 14
2023
Q4 		$1.33M Buy
54,972
+34
+0.1% +$816 1.88% 14
2023
Q3 		$1.32M Sell
54,938
-2,948
-5% -$70.7K 2.28% 12
2023
Q2 		$1.39M Sell
57,886
-4,628
-7% -$112K 2.33% 11
2023
Q1 		$1.53M Sell
62,514
-1,432
-2% -$34.7K 2.67% 12
2022
Q4 		$1.54M Buy
63,946
+39,822
+165% +$960K 2.99% 11
2022
Q3 		$582K Buy
+24,124
New +$590K 1.23% 19

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

Clear Investment Research's SCHO Position: Q1 2026 in Review

Clear Investment Research reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.1% in Q1 2026, selling an estimated $78.4K and leaving 49,167 shares worth $1.19M. The position accounts for 1.87% of the portfolio, ranked #16.

Clear Investment Research first reported a position in SCHO in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.95M in Q2 2024. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Clear Investment Research held 49,167 shares of Schwab Short-Term US Treasury ETF worth $1.19M as of Q1 2026.
  • Clear Investment Research sold 3,220 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $78.4K.
  • Schwab Short-Term US Treasury ETF made up 1.87% of Clear Investment Research's portfolio in Q1 2026, its #16 holding.
  • Clear Investment Research first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 15 quarters since.
  • Clear Investment Research's Schwab Short-Term US Treasury ETF position peaked at $1.95M in Q2 2024.
  • 694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.