Equitable Holdings’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Equitable Holdings’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	–	Sell	-29,576	Closed	-$721K	–	1749
2025 Q4	$721K	Buy	29,576 +554	+2%	+$13.5K	﹤0.01%	974
2025 Q3	$708K	Buy	29,022 +836	+3%	+$20.3K	0.01%	956
2025 Q2	$687K	Buy	+28,186	New	+$685K	0.01%	913
2021 Q1	–	Sell	-9,922	Closed	-$255K	–	764
2020 Q4	$255K	Sell	9,922 -8,000	-45%	-$206K	0.01%	598
2020 Q3	$461K	Hold	17,922	–	–	0.01%	441
2020 Q2	$463K	Hold	17,922	–	–	0.01%	426
2020 Q1	$464K	Sell	17,922 -916	-5%	-$23.3K	0.02%	379
2019 Q4	$475K	Buy	+18,838	New	+$476K	0.01%	412

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

Equitable Holdings's SCHO Position: Q1 2026 in Review

Equitable Holdings sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 29,576 shares — an estimated $721K sold.

Equitable Holdings first reported a position in SCHO in Q4 2019 and held it in 8 quarters. The position peaked at $721K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Equitable Holdings reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Equitable Holdings sold 29,576 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $721K.
Equitable Holdings first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 8 quarters.
Equitable Holdings's Schwab Short-Term US Treasury ETF position peaked at $721K in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.