Clearstead Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clearstead Advisors’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	$492K	Buy	20,284 +1,669	+9%	+$40.6K	﹤0.01%	712
2025 Q4	$454K	Buy	18,615 +57	+0.3%	+$1.39K	0.01%	683
2025 Q3	$453K	Sell	18,558 -787	-4%	-$19.1K	0.01%	664
2025 Q2	$472K	Sell	19,345 -1,377	-7%	-$33.5K	0.01%	627
2025 Q1	$504K	Sell	20,722 -6,187	-23%	-$150K	0.01%	576
2024 Q4	$647K	Buy	26,909 +91	+0.3%	+$2.2K	0.01%	503
2024 Q3	$657K	Sell	26,818 -98	-0.4%	-$2.38K	0.01%	510
2024 Q2	$648K	Buy	+26,916	New	+$646K	0.01%	487
2022 Q2	–	Sell	-390	Closed	-$10K	–	1424
2022 Q1	$10K	Buy	390 +42	+12%	+$1.05K	﹤0.01%	988
2021 Q4	$9K	Buy	+348	New	+$8.87K	﹤0.01%	940
2021 Q2	–	Sell	-8,564	Closed	-$220K	–	1296
2021 Q1	$220K	Sell	8,564 -18,114	-68%	-$465K	0.02%	320
2020 Q4	$685K	Sell	26,678 -14,800	-36%	-$381K	0.06%	180
2020 Q3	$1.07M	Sell	41,478 -10,000	-19%	-$258K	0.11%	132
2020 Q2	$1.33M	Buy	+51,478	New	+$1.33M	0.15%	108

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

Clearstead Advisors's SCHO Position: Q1 2026 in Review

Clearstead Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 9% in Q1 2026, buying an estimated $40.6K and bringing the position to 20,284 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Clearstead Advisors first reported a position in SCHO in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.33M in Q2 2020. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Clearstead Advisors held 20,284 shares of Schwab Short-Term US Treasury ETF worth $492K as of Q1 2026.
Clearstead Advisors bought 1,669 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $40.6K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #712 holding.
Clearstead Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and has held it in 14 quarters since.
Clearstead Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.33M in Q2 2020.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.