DMC Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

DMC Group’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	$2.04M	Buy	84,157 +1,039	+1%	+$25.3K	1.38%	14
2025 Q4	$2.03M	Buy	83,118 +4,454	+6%	+$109K	1.35%	15
2025 Q3	$1.92M	Buy	78,664 +2,188	+3%	+$53.2K	1.33%	17
2025 Q2	$1.86M	Buy	76,476 +20,072	+36%	+$488K	1.45%	16
2025 Q1	$1.37M	Buy	56,404 +5,814	+11%	+$141K	1.12%	24
2024 Q4	$1.22M	Sell	50,590 -420	-0.8%	-$10.2K	0.99%	28
2024 Q3	$1.25M	Sell	51,010 -6	-0%	-$146	1.01%	27
2024 Q2	$1.23M	Sell	51,016 -3,178	-6%	-$76.2K	1.05%	26
2024 Q1	$1.31M	Sell	54,194 -2,282	-4%	-$55.1K	1.13%	26
2023 Q4	$1.37M	Sell	56,476 -1,354	-2%	-$32.5K	1.29%	20
2023 Q3	$1.38M	Sell	57,830 -3,294	-5%	-$79K	1.3%	17
2023 Q2	$1.47M	Buy	61,124 +1,892	+3%	+$45.9K	1.47%	12
2023 Q1	$1.44M	Buy	59,232 +11,696	+25%	+$283K	1.46%	13
2022 Q4	$1.15M	Buy	47,536 +3,116	+7%	+$75.1K	1.3%	14
2022 Q3	$1.07M	Buy	44,420 +186	+0.4%	+$4.55K	1.3%	18
2022 Q2	$1.09M	Buy	44,234 +16,768	+61%	+$413K	1.29%	17
2022 Q1	$676K	Sell	27,466 -9,820	-26%	-$247K	0.76%	42
2021 Q4	$941K	Buy	+37,286	New	+$951K	0.81%	33

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

DMC Group's SCHO Position: Q1 2026 in Review

DMC Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.3% in Q1 2026, buying an estimated $25.3K and bringing the position to 84,157 shares worth $2.04M. The position accounts for 1.38% of the portfolio, ranked #14.

DMC Group first reported a position in SCHO in Q4 2021 and has held it in 18 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

DMC Group held 84,157 shares of Schwab Short-Term US Treasury ETF worth $2.04M as of Q1 2026.
DMC Group bought 1,039 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $25.3K.
Schwab Short-Term US Treasury ETF made up 1.38% of DMC Group's portfolio in Q1 2026, its #14 holding.
DMC Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 18 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on DMC Group's 13F filing for Q1 2026, filed 30 Apr 2026.