Cumberland Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cumberland Partners’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	$1.12M	Buy	46,048 +9,702	+27%	+$236K	0.08%	123
2025 Q4	$886K	Buy	36,346 +345	+1%	+$8.41K	0.05%	140
2025 Q3	$878K	Sell	36,001 -16,979	-32%	-$413K	0.06%	138
2025 Q2	$1.29M	Buy	52,980 +5,425	+11%	+$132K	0.09%	126
2025 Q1	$1.16M	Buy	47,555 +2,085	+5%	+$50.5K	0.09%	122
2024 Q4	$1.09M	Sell	45,470 -3,060	-6%	-$74.1K	0.08%	128
2024 Q3	$1.19M	Buy	+48,530	New	+$1.18M	0.08%	133

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

Cumberland Partners's SCHO Position: Q1 2026 in Review

Cumberland Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 27% in Q1 2026, buying an estimated $236K and bringing the position to 46,048 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #123.

Cumberland Partners first reported a position in SCHO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q2 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Cumberland Partners held 46,048 shares of Schwab Short-Term US Treasury ETF worth $1.12M as of Q1 2026.
Cumberland Partners bought 9,702 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $236K.
Schwab Short-Term US Treasury ETF made up 0.08% of Cumberland Partners's portfolio in Q1 2026, its #123 holding.
Cumberland Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Cumberland Partners's Schwab Short-Term US Treasury ETF position peaked at $1.29M in Q2 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.