Evensky & Katz’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Evensky & Katz’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	$5.65M	Sell	232,942 -18,883	-7%	-$460K	0.32%	27
2025 Q4	$6.14M	Sell	251,825 -10,496	-4%	-$256K	0.35%	26
2025 Q3	$6.4M	Sell	262,321 -5,547	-2%	-$135K	0.37%	26
2025 Q2	$6.53M	Sell	267,868 -27,587	-9%	-$670K	0.4%	26
2025 Q1	$7.19M	Sell	295,455 -59,817	-17%	-$1.45M	0.48%	24
2024 Q4	$8.55M	Sell	355,272 -20,494	-5%	-$496K	0.56%	23
2024 Q3	$9.2M	Sell	375,766 -27,408	-7%	-$666K	0.6%	23
2024 Q2	$9.7M	Sell	403,174 -37,572	-9%	-$901K	0.68%	21
2024 Q1	$10.6M	Sell	440,746 -74,532	-14%	-$1.8M	0.75%	20
2023 Q4	$12.5M	Sell	515,278 -322,908	-39%	-$7.75M	0.94%	20
2023 Q3	$20.1M	Sell	838,186 -616,458	-42%	-$14.8M	1.71%	17
2023 Q2	$35M	Buy	1,454,644 +236,926	+19%	+$5.74M	2.65%	13
2023 Q1	$29.7M	Buy	1,217,718 +347,902	+40%	+$8.42M	2.4%	15
2022 Q4	$21M	Buy	869,816 +252,158	+41%	+$6.08M	1.89%	18
2022 Q3	$14.9M	Buy	617,658 +364,770	+144%	+$8.92M	1.76%	17
2022 Q2	$6.22M	Buy	+252,888	New	+$6.23M	0.71%	26
2020 Q4	–	Sell	-302	Closed	-$8K	–	80
2020 Q3	$8K	Sell	302 -200	-40%	-$5.16K	﹤0.01%	75
2020 Q2	$13K	Sell	502 -4,256	-89%	-$110K	﹤0.01%	80
2020 Q1	$123K	Sell	4,758 -11,864	-71%	-$302K	0.02%	68
2019 Q4	$419K	Buy	16,622 +8,654	+109%	+$219K	0.06%	54
2019 Q3	$202K	Buy	7,968 +4,550	+133%	+$115K	0.03%	78
2019 Q2	$87K	Sell	3,418 -16,482	-83%	-$414K	0.01%	87
2019 Q1	$499K	Buy	19,900 +11,546	+138%	+$288K	0.07%	61
2018 Q4	$208K	Sell	8,354 -11,146	-57%	-$276K	0.03%	55
2018 Q3	$483K	Buy	19,500 +12,892	+195%	+$320K	0.07%	37
2018 Q2	$164K	Sell	6,608 -5,696	-46%	-$141K	0.03%	43
2018 Q1	$306K	Sell	12,304 -7,324	-37%	-$183K	0.05%	38
2017 Q4	$491K	Sell	19,628 -24,876	-56%	-$625K	0.08%	30
2017 Q3	$1.12M	Buy	+44,504	New	+$1.12M	0.19%	26

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

Evensky & Katz's SCHO Position: Q1 2026 in Review

Evensky & Katz reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.5% in Q1 2026, selling an estimated $460K and leaving 232,942 shares worth $5.65M. The position accounts for 0.32% of the portfolio, ranked #27.

Evensky & Katz first reported a position in SCHO in Q3 2017 and has held it in 29 quarters since. The position peaked at $35M in Q2 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Evensky & Katz held 232,942 shares of Schwab Short-Term US Treasury ETF worth $5.65M as of Q1 2026.
Evensky & Katz sold 18,883 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $460K.
Schwab Short-Term US Treasury ETF made up 0.32% of Evensky & Katz's portfolio in Q1 2026, its #27 holding.
Evensky & Katz first reported a position in Schwab Short-Term US Treasury ETF in Q3 2017 and has held it in 29 quarters since.
Evensky & Katz's Schwab Short-Term US Treasury ETF position peaked at $35M in Q2 2023.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.