Coordinated Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Coordinated Financial Services’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	$1.15M	Buy	47,559 +4,802	+11%	+$117K	0.66%	42
2025 Q4	$1.04M	Buy	42,757 +8,738	+26%	+$213K	0.6%	48
2025 Q3	$830K	Buy	34,019 +12,006	+55%	+$292K	0.53%	56
2025 Q2	$537K	Buy	22,013 +2,713	+14%	+$65.9K	0.37%	79
2025 Q1	$470K	Buy	19,300 +4,130	+27%	+$100K	0.36%	81
2024 Q4	$365K	Buy	+15,170	New	+$367K	0.28%	95
2024 Q2	$255K	Buy	+10,600	New	+$254K	0.22%	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

Coordinated Financial Services's SCHO Position: Q1 2026 in Review

Coordinated Financial Services increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 11% in Q1 2026, buying an estimated $117K and bringing the position to 47,559 shares worth $1.15M. The position accounts for 0.66% of the portfolio, ranked #42.

Coordinated Financial Services first reported a position in SCHO in Q2 2024 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Coordinated Financial Services held 47,559 shares of Schwab Short-Term US Treasury ETF worth $1.15M as of Q1 2026.
Coordinated Financial Services bought 4,802 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $117K.
Schwab Short-Term US Treasury ETF made up 0.66% of Coordinated Financial Services's portfolio in Q1 2026, its #42 holding.
Coordinated Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 7 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.