Family Investment Center’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Family Investment Center’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	$898K	Buy	37,007 +155	+0.4%	+$3.77K	0.17%	35
2025 Q4	$898K	Buy	36,852 +304	+0.8%	+$7.41K	0.18%	32
2025 Q3	$892K	Buy	36,548 +239	+0.7%	+$5.82K	0.19%	33
2025 Q2	$885K	Buy	36,309 +243	+0.7%	+$5.9K	0.2%	32
2025 Q1	$878K	Buy	36,066 +990	+3%	+$24K	0.21%	38
2024 Q4	$844K	Buy	35,076 +300	+0.9%	+$7.26K	0.21%	41
2024 Q3	$852K	Sell	34,776 -4,256	-11%	-$103K	0.21%	40
2024 Q2	$939K	Buy	39,032 +280	+0.7%	+$6.72K	0.28%	35
2024 Q1	$934K	Buy	38,752 +192	+0.5%	+$4.64K	0.3%	35
2023 Q4	$934K	Buy	38,560 +350	+0.9%	+$8.4K	0.47%	26
2023 Q3	$915K	Buy	38,210 +252	+0.7%	+$6.04K	0.55%	23
2023 Q2	$912K	Buy	37,958 +222	+0.6%	+$5.38K	0.58%	22
2023 Q1	$921K	Buy	37,736 +116	+0.3%	+$2.81K	0.63%	21
2022 Q4	$907K	Buy	+37,620	New	+$907K	0.66%	22

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 $424B AUM 22.94% 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

Family Investment Center's SCHO Position: Q1 2026 in Review

Family Investment Center increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.42% in Q1 2026, buying an estimated $3.77K and bringing the position to 37,007 shares worth $898K. The position accounts for 0.17% of the portfolio, ranked #35.

Family Investment Center first reported a position in SCHO in Q4 2022 and has held it in 14 quarters since. The position peaked at $939K in Q2 2024. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Family Investment Center held 37,007 shares of Schwab Short-Term US Treasury ETF worth $898K as of Q1 2026.
Family Investment Center bought 155 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $3.77K.
Schwab Short-Term US Treasury ETF made up 0.17% of Family Investment Center's portfolio in Q1 2026, its #35 holding.
Family Investment Center first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Family Investment Center's Schwab Short-Term US Treasury ETF position peaked at $939K in Q2 2024.
694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.