Destination Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Destination Wealth Management’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	$219K	Buy	+9,030	New	+$220K	0.01%	293
2023 Q1	–	Sell	-23,822	Closed	-$575K	–	224
2022 Q4	$575K	Buy	+23,822	New	+$574K	0.02%	139
2022 Q3	–	Sell	-18,430	Closed	-$453K	–	196
2022 Q2	$453K	Buy	+18,430	New	+$454K	0.02%	146
2019 Q3	–	Sell	-2,658	Closed	-$67K	–	428
2019 Q2	$67K	Sell	2,658 -632	-19%	-$15.9K	﹤0.01%	235
2019 Q1	$83K	Sell	3,290 -852	-21%	-$21.3K	﹤0.01%	206
2018 Q4	$103K	Buy	4,142 +168	+4%	+$4.17K	0.01%	178
2018 Q3	$98K	Sell	3,974 -372	-9%	-$9.23K	0.01%	204
2018 Q2	$108K	Buy	4,346 +104	+2%	+$2.58K	0.01%	177
2018 Q1	$63K	Buy	+4,242	New	+$106K	﹤0.01%	228
2016 Q2	–	Sell	-98,976	Closed	-$2.5M	–	163
2016 Q1	$2.5M	Hold	98,976	–	–	0.24%	56
2015 Q4	$2.5M	Sell	98,976 -35,288	-26%	-$893K	0.24%	56
2015 Q3	$3.41M	Buy	134,264 +20,786	+18%	+$527K	0.38%	53
2015 Q2	$2.88M	Buy	113,478 +4,370	+4%	+$111K	0.19%	80
2015 Q1	$2.77M	Sell	109,108 -440,700	-80%	-$11.2M	0.3%	46
2014 Q4	$13.9M	Buy	549,808 +509,676	+1,270%	+$12.9M	1.41%	36
2014 Q3	$1.01M	Sell	40,132 -293,648	-88%	-$7.43M	0.11%	63
2014 Q2	$8.45M	Buy	333,780 +20,354	+6%	+$515K	0.87%	40
2014 Q1	$7.92M	Sell	313,426 -216,628	-41%	-$5.48M	0.85%	39
2013 Q4	$13.4M	Buy	530,054 +285,562	+117%	+$7.22M	1.41%	37
2013 Q3	$6.18M	Buy	+244,492	New	+$6.17M	0.71%	45

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

Destination Wealth Management's SCHO Position: Q1 2026 in Review

Destination Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 9,030 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in SCHO as recently as Q4 2022.

Destination Wealth Management first reported a position in SCHO in Q3 2013 and has held it in 20 quarters since. The position peaked at $13.9M in Q4 2014. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Destination Wealth Management held 9,030 shares of Schwab Short-Term US Treasury ETF worth $219K as of Q1 2026.
Schwab Short-Term US Treasury ETF was a new Destination Wealth Management position in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #293 holding.
Destination Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2013 and has held it in 20 quarters since.
Destination Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $13.9M in Q4 2014.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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