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ERTS Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

ERTS Wealth Advisors’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 		$1.67M Sell
68,858
-131,896
-66% -$3.21M 0.53% 16
2025
Q4 		$4.89M Buy
200,754
+9,066
+5% +$221K 1.54% 15
2025
Q3 		$4.68M Buy
191,688
+41,476
+28% +$1.01M 1.51% 15
2025
Q2 		$3.66M Sell
150,212
-44,632
-23% -$1.08M 1.26% 15
2025
Q1 		$4.74M Buy
194,844
+1,184
+0.6% +$28.7K 0.92% 16
2024
Q4 		$4.66M Buy
193,660
+2,412
+1% +$58.4K 0.88% 17
2024
Q3 		$4.68M Buy
191,248
+8,986
+5% +$218K 0.88% 17
2024
Q2 		$4.39M Sell
182,262
-658
-0.4% -$15.8K 0.88% 15
2024
Q1 		$4.41M Buy
182,920
+171,602
+1,516% +$4.14M 0.9% 13
2023
Q4 		$274K Sell
11,318
-4,202
-27% -$101K 0.06% 74
2023
Q3 		$372K Sell
15,520
-3,794
-20% -$90.9K 0.09% 54
2023
Q2 		$464K Sell
19,314
-60,414
-76% -$1.46M 0.11% 50
2023
Q1 		$1.94M Sell
79,728
-327,090
-80% -$7.92M 0.47% 18
2022
Q4 		$9.81M Sell
406,818
-925,572
-69% -$22.3M 2.54% 13
2022
Q3 		$32.2M Buy
1,332,390
+991,390
+291% +$24.2M 9.02% 3
2022
Q2 		$8.39M Buy
341,000
+326,300
+2,220% +$8.04M 2.38% 12
2022
Q1 		$364K Sell
14,700
-1,035,194
-99% -$26M 0.1% 58
2021
Q4 		$26.7M Buy
1,049,894
+57,412
+6% +$1.46M 6.37% 4
2021
Q3 		$25.4M Buy
992,482
+536,190
+118% +$13.7M 6.66% 4
2021
Q2 		$11.7M Buy
456,292
+190,668
+72% +$4.89M 3.16% 12
2021
Q1 		$6.82M Buy
265,624
+73,286
+38% +$1.88M 2.02% 14
2020
Q4 		$4.94M Sell
192,338
-187,660
-49% -$4.83M 1.6% 16
2020
Q3 		$9.79M Buy
379,998
+32,038
+9% +$826K 3.68% 9
2020
Q2 		$8.98M Buy
347,960
+39,420
+13% +$1.02M 3.63% 10
2020
Q1 		$7.98M Buy
308,540
+237,644
+335% +$6.05M 3.86% 11
2019
Q4 		$1.79M Buy
+70,896
New +$1.79M 0.81% 15

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ERTS Wealth Advisors's SCHO Position: Q1 2026 in Review

ERTS Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 66% in Q1 2026, selling an estimated $3.21M and leaving 68,858 shares worth $1.67M. The position accounts for 0.53% of the portfolio, ranked #16.

ERTS Wealth Advisors first reported a position in SCHO in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.2M in Q3 2022. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • ERTS Wealth Advisors held 68,858 shares of Schwab Short-Term US Treasury ETF worth $1.67M as of Q1 2026.
  • ERTS Wealth Advisors sold 131,896 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $3.21M.
  • Schwab Short-Term US Treasury ETF made up 0.53% of ERTS Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • ERTS Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 26 quarters since.
  • ERTS Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $32.2M in Q3 2022.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.