Empirical Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Empirical Asset 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	$358K	Buy	14,740 +93	+0.6%	+$2.26K	0.09%	265
2025 Q4	$357K	Buy	14,647 +789	+6%	+$19.2K	0.1%	239
2025 Q3	$338K	Sell	13,858 -57	-0.4%	-$1.39K	0.09%	280
2025 Q2	$339K	Sell	13,915 -149	-1%	-$3.62K	0.1%	248
2025 Q1	$342K	Sell	14,064 -695	-5%	-$16.8K	0.12%	237
2024 Q4	$355K	Buy	14,759 +1,063	+8%	+$25.7K	0.12%	205
2024 Q3	$335K	Buy	13,696 +242	+2%	+$5.88K	0.12%	213
2024 Q2	$324K	Buy	13,454 +18	+0.1%	+$432	0.12%	233
2024 Q1	$324K	Buy	13,436 +586	+5%	+$14.2K	0.16%	193
2023 Q4	$311K	Buy	12,850 +56	+0.4%	+$1.34K	0.25%	130
2023 Q3	$306K	Buy	12,794 +1,418	+12%	+$34K	0.27%	120
2023 Q2	$273K	Sell	11,376 -66	-0.6%	-$1.6K	0.24%	123
2023 Q1	$279K	Buy	11,442 +6	+0.1%	+$145	0.27%	112
2022 Q4	$276K	Sell	11,436 -50	-0.4%	-$1.21K	0.29%	122
2022 Q3	$277K	Sell	11,486 -58	-0.5%	-$1.42K	0.3%	115
2022 Q2	$284K	Hold	11,544	–	–	0.3%	123
2022 Q1	$286K	Hold	11,544	–	–	0.27%	116
2021 Q4	$294K	Buy	+11,544	New	+$294K	0.28%	112

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

Empirical Asset Management's SCHO Position: Q1 2026 in Review

Empirical Asset Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.63% in Q1 2026, buying an estimated $2.26K and bringing the position to 14,740 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #265.

Empirical Asset Management 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.

Empirical Asset Management held 14,740 shares of Schwab Short-Term US Treasury ETF worth $358K as of Q1 2026.
Empirical Asset Management bought 93 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $2.26K.
Schwab Short-Term US Treasury ETF made up 0.09% of Empirical Asset Management's portfolio in Q1 2026, its #265 holding.
Empirical Asset Management 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 Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.