D.B. Root & Company’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

D.B. Root & Company’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	$1.01M	Buy	41,527 +6,825	+20%	+$166K	0.24%	64
2025 Q4	$846K	Sell	34,702 -6,010	-15%	-$147K	0.21%	72
2025 Q3	$993K	Sell	40,712 -2,261	-5%	-$55K	0.25%	63
2025 Q2	$1.05M	Sell	42,973 -24,129	-36%	-$586K	0.31%	60
2025 Q1	$1.63M	Buy	67,102 +8,161	+14%	+$198K	0.53%	33
2024 Q4	$1.42M	Sell	58,941 -9,945	-14%	-$241K	0.45%	40
2024 Q3	$1.69M	Buy	68,886 +7,988	+13%	+$194K	0.56%	33
2024 Q2	$1.47M	Sell	60,898 -32,620	-35%	-$782K	0.5%	35
2024 Q1	$2.25M	Sell	93,518 -29,438	-24%	-$711K	0.76%	25
2023 Q4	$2.98M	Sell	122,956 -52,258	-30%	-$1.25M	1.08%	17
2023 Q3	$4.2M	Sell	175,214 -30,550	-15%	-$732K	1.64%	11
2023 Q2	$4.94M	Sell	205,764 -37,388	-15%	-$907K	1.87%	8
2023 Q1	$5.93M	Buy	243,152 +11,388	+5%	+$276K	2.33%	7
2022 Q4	$5.59M	Buy	231,764 +33,200	+17%	+$800K	2.36%	7
2022 Q3	$4.79M	Buy	198,564 +30,848	+18%	+$754K	2.18%	7
2022 Q2	$4.12M	Buy	167,716 +6,882	+4%	+$170K	1.77%	11
2022 Q1	$3.98M	Sell	160,834 -10,860	-6%	-$273K	1.48%	14
2021 Q4	$4.37M	Sell	171,694 -63,036	-27%	-$1.61M	1.57%	14
2021 Q3	$6.01M	Sell	234,730 -39,932	-15%	-$1.02M	2.34%	8
2021 Q2	$7.03M	Sell	274,662 -18,718	-6%	-$480K	2.63%	7
2021 Q1	$7.53M	Sell	293,380 -107,126	-27%	-$2.75M	2.96%	5
2020 Q4	$10.3M	Sell	400,506 -148,174	-27%	-$3.81M	4.11%	4
2020 Q3	$14.1M	Sell	548,680 -10,770	-2%	-$278K	5.67%	3
2020 Q2	$14.4M	Buy	559,450 +56,730	+11%	+$1.46M	6.27%	3
2020 Q1	$13M	Sell	502,720 -16,678	-3%	-$425K	6.56%	2
2019 Q4	$13.1M	Sell	519,398 -50,230	-9%	-$1.27M	5.77%	2
2019 Q3	$14.4M	Sell	569,628 -35,034	-6%	-$886K	6.71%	2
2019 Q2	$15.3M	Buy	604,662 +152,210	+34%	+$3.82M	6.78%	1
2019 Q1	$11.4M	Buy	452,452 +429,300	+1,854%	+$10.7M	4.85%	3
2018 Q4	$578K	Buy	23,152 +2,708	+13%	+$67.2K	0.29%	101
2018 Q3	$507K	Buy	20,444 +1,616	+9%	+$40.1K	0.22%	125
2018 Q2	$468K	Buy	18,828 +5,234	+39%	+$130K	0.22%	134
2018 Q1	$339K	Buy	+13,594	New	+$339K	0.18%	147

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

D.B. Root & Company's SCHO Position: Q1 2026 in Review

D.B. Root & Company increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 20% in Q1 2026, buying an estimated $166K and bringing the position to 41,527 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #64.

D.B. Root & Company first reported a position in SCHO in Q1 2018 and has held it in 33 quarters since. The position peaked at $15.3M in Q2 2019. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

D.B. Root & Company held 41,527 shares of Schwab Short-Term US Treasury ETF worth $1.01M as of Q1 2026.
D.B. Root & Company bought 6,825 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $166K.
Schwab Short-Term US Treasury ETF made up 0.24% of D.B. Root & Company's portfolio in Q1 2026, its #64 holding.
D.B. Root & Company first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 33 quarters since.
D.B. Root & Company's Schwab Short-Term US Treasury ETF position peaked at $15.3M in Q2 2019.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.