EWM
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Evermay Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Evermay Wealth 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 		$1.12M Sell
45,965
-1,649
-3% -$40.1K 0.12% 74
2025
Q4 		$1.16M Sell
47,614
-258
-0.5% -$6.29K 0.13% 75
2025
Q3 		$1.17M Sell
47,872
-6,710
-12% -$163K 0.13% 77
2025
Q2 		$1.33M Sell
54,582
-3,273
-6% -$79.5K 0.16% 58
2025
Q1 		$1.41M Sell
57,855
-36,441
-39% -$882K 0.18% 58
2024
Q4 		$2.27M Buy
94,296
+12,782
+16% +$310K 0.34% 41
2024
Q3 		$2M Buy
81,514
+17,200
+27% +$418K 0.32% 43
2024
Q2 		$1.55M Sell
64,314
-1,458,600
-96% -$35M 0.25% 52
2024
Q1 		$36.7M Buy
1,522,914
+285,310
+23% +$6.89M 5.54% 4
2023
Q4 		$30M Buy
1,237,604
+576,076
+87% +$13.8M 5.54% 4
2023
Q3 		$15.8M Buy
661,528
+659,528
+32,976% +$15.8M 3.24% 7
2023
Q2 		$48.1K Hold
2,000
– – 0.01% 314
2023
Q1 		$48.8K Hold
2,000
– – 0.01% 303
2022
Q4 		$48.2K Buy
2,000
+1,000
+100% +$24.1K 0.01% 299
2022
Q3 		$24K Hold
1,000
– – ﹤0.01% 335
2022
Q2 		$25K Sell
1,000
-670
-40% -$16.5K ﹤0.01% 329
2022
Q1 		$41K Hold
1,670
– – 0.01% 315
2021
Q4 		$42K Sell
1,670
-950
-36% -$24.2K 0.01% 298
2021
Q3 		$67K Hold
2,620
– – 0.01% 242
2021
Q2 		$67K Buy
+2,620
New +$67.2K 0.01% 254
2021
Q1 		– Sell
-9,220
Closed -$237K – 175
2020
Q4 		$237K Sell
9,220
-900
-9% -$23.1K 0.05% 153
2020
Q3 		$261K Buy
10,120
+1,200
+13% +$30.9K 0.06% 133
2020
Q2 		$230K Sell
8,920
-30,250
-77% -$781K 0.06% 138
2020
Q1 		$1.01M Buy
39,170
+28,000
+251% +$713K 0.31% 35
2019
Q4 		$282K Hold
11,170
– – 0.07% 129
2019
Q3 		$283K Hold
11,170
– – 0.08% 122
2019
Q2 		$283K Hold
11,170
– – 0.08% 120
2019
Q1 		$280K Hold
11,170
– – 0.08% 117
2018
Q4 		$279K Sell
11,170
-3,894
-26% -$96.6K 0.09% 109
2018
Q3 		$373K Hold
15,064
– – 0.12% 95
2018
Q2 		$375K Hold
15,064
– – 0.12% 86
2018
Q1 		$375K Sell
15,064
-5,742
-28% -$143K 0.13% 89
2017
Q4 		$520K Sell
20,806
-9,400
-31% -$236K 0.19% 60
2017
Q3 		$761K Sell
30,206
-187,098
-86% -$4.72M 0.33% 29
2017
Q2 		$5.48M Sell
217,304
-95,832
-31% -$2.42M 2.43% 9
2017
Q1 		$7.9M Sell
313,136
-14,072
-4% -$355K 3.54% 6
2016
Q4 		$8.25M Sell
327,208
-15,760
-5% -$398K 4.04% 5
2016
Q3 		$8.71M Buy
342,968
+18,730
+6% +$476K 4.39% 5
2016
Q2 		$8.26M Buy
324,238
+30,740
+10% +$780K 4.32% 5
2016
Q1 		$7.46M Buy
293,498
+8,160
+3% +$207K 4.18% 5
2015
Q4 		$7.2M Buy
285,338
+55,330
+24% +$1.4M 4.24% 5
2015
Q3 		$5.84M Buy
230,008
+77,680
+51% +$1.97M 3.5% 8
2015
Q2 		$3.86M Buy
152,328
+27,528
+22% +$698K 2.3% 11
2015
Q1 		$3.17M Buy
+124,800
New +$3.16M 1.87% 12

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

Evermay Wealth Management's SCHO Position: Q1 2026 in Review

Evermay Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.5% in Q1 2026, selling an estimated $40.1K and leaving 45,965 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #74.

Evermay Wealth Management first reported a position in SCHO in Q1 2015 and has held it in 44 quarters since. The position peaked at $36.7M in Q1 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Evermay Wealth Management held 45,965 shares of Schwab Short-Term US Treasury ETF worth $1.12M as of Q1 2026.
  • Evermay Wealth Management sold 1,649 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $40.1K.
  • Schwab Short-Term US Treasury ETF made up 0.12% of Evermay Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Evermay Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2015 and has held it in 44 quarters since.
  • Evermay Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $36.7M in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.