CW
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CreativeOne Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

CreativeOne Wealth’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 		$6.52M Buy
268,463
+242,798
+946% +$5.91M 0.15% 120
2025
Q4 		$625K Sell
25,665
-240,570
-90% -$5.87M 0.02% 712
2025
Q3 		$6.5M Sell
266,235
-1,359
-0.5% -$33.1K 0.16% 114
2025
Q2 		$6.52M Sell
267,594
-735
-0.3% -$17.9K 0.17% 111
2025
Q1 		$6.53M Buy
268,329
+11,851
+5% +$287K 0.2% 106
2024
Q4 		$6.17M Sell
256,478
-5,722
-2% -$139K 0.19% 107
2024
Q3 		$6.42M Buy
262,200
+26,698
+11% +$649K 0.22% 96
2024
Q2 		$5.67M Sell
235,502
-25,814
-10% -$619K 0.29% 74
2024
Q1 		$6.3M Buy
261,316
+4,792
+2% +$116K 0.25% 79
2023
Q4 		$6.21M Sell
256,524
-9,170
-3% -$220K 0.4% 60
2023
Q3 		$6.36M Sell
265,694
-11,744
-4% -$282K 0.46% 48
2023
Q2 		$6.67M Sell
277,438
-6,222
-2% -$151K 0.31% 62
2023
Q1 		$6.92M Sell
283,660
-4,034
-1% -$97.7K 0.34% 57
2022
Q4 		$6.94M Sell
287,694
-15,386
-5% -$371K 0.38% 61
2022
Q3 		$7.31M Sell
303,080
-4,200
-1% -$103K 0.44% 48
2022
Q2 		$7.56M Sell
307,280
-49,256
-14% -$1.21M 0.41% 51
2022
Q1 		$8.83M Buy
356,536
+9,756
+3% +$245K 0.46% 47
2021
Q4 		$8.82M Buy
346,780
+16,880
+5% +$430K 0.44% 48
2021
Q3 		$8.45M Buy
329,900
+57,182
+21% +$1.47M 0.5% 45
2021
Q2 		$6.98M Buy
272,718
+76,942
+39% +$1.97M 0.43% 49
2021
Q1 		$5.02M Buy
195,776
+39,222
+25% +$1.01M 0.38% 51
2020
Q4 		$4.02M Buy
156,554
+52,074
+50% +$1.34M 0.33% 57
2020
Q3 		$2.69M Buy
104,480
+20,476
+24% +$528K 0.37% 48
2020
Q2 		$2.17M Sell
84,004
-13,548
-14% -$350K 0.34% 52
2020
Q1 		$2.52M Buy
97,552
+3,794
+4% +$96.6K 0.48% 38
2019
Q4 		$2.37M Buy
93,758
+5,828
+7% +$147K 0.4% 44
2019
Q3 		$2.22M Buy
87,930
+8,328
+10% +$211K 0.43% 44
2019
Q2 		$2.01M Buy
79,602
+9,794
+14% +$246K 0.42% 39
2019
Q1 		$1.75M Buy
69,808
+9,698
+16% +$242K 0.46% 30
2018
Q4 		$1.5M Buy
60,110
+11,954
+25% +$296K 0.5% 29
2018
Q3 		$1.19M Buy
48,156
+13,466
+39% +$334K 0.44% 28
2018
Q2 		$863K Buy
34,690
+24,862
+253% +$618K 0.37% 27
2018
Q1 		$245K Buy
+9,828
New +$245K 0.12% 48

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

CreativeOne Wealth's SCHO Position: Q1 2026 in Review

CreativeOne Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 946% in Q1 2026, buying an estimated $5.91M and bringing the position to 268,463 shares worth $6.52M. The position accounts for 0.15% of the portfolio, ranked #120.

CreativeOne Wealth first reported a position in SCHO in Q1 2018 and has held it in 33 quarters since. The position peaked at $8.83M in Q1 2022. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • CreativeOne Wealth held 268,463 shares of Schwab Short-Term US Treasury ETF worth $6.52M as of Q1 2026.
  • CreativeOne Wealth bought 242,798 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $5.91M.
  • Schwab Short-Term US Treasury ETF made up 0.15% of CreativeOne Wealth's portfolio in Q1 2026, its #120 holding.
  • CreativeOne Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 33 quarters since.
  • CreativeOne Wealth's Schwab Short-Term US Treasury ETF position peaked at $8.83M in Q1 2022.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.