Fidelity Investments
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Fidelity Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Fidelity Investments’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 		$353K Buy
14,524
+4,657
+47% +$113K ﹤0.01% 3253
2025
Q4 		$240K Buy
9,867
+138
+1% +$3.37K ﹤0.01% 3353
2025
Q3 		$237K Buy
9,729
+1,565
+19% +$38.1K ﹤0.01% 3289
2025
Q2 		$199K Buy
8,164
+4,428
+119% +$108K ﹤0.01% 3311
2025
Q1 		$90.9K Buy
3,736
+3,167
+557% +$76.7K ﹤0.01% 3599
2024
Q4 		$13.7K Sell
569
-1,101
-66% -$26.7K ﹤0.01% 4345
2024
Q3 		$40.9K Sell
1,670
-2,516
-60% -$61.2K ﹤0.01% 3866
2024
Q2 		$101K Sell
4,186
-272
-6% -$6.52K ﹤0.01% 3298
2024
Q1 		$107K Sell
4,458
-1,410
-24% -$34K ﹤0.01% 3254
2023
Q4 		$142K Buy
5,868
+4,094
+231% +$98.3K ﹤0.01% 3074
2023
Q3 		$42.5K Sell
1,774
-1,478
-45% -$35.4K ﹤0.01% 3440
2023
Q2 		$78.2K Buy
3,252
+2,940
+942% +$71.3K ﹤0.01% 3262
2023
Q1 		$7.63K Sell
312
-1,020
-77% -$24.7K ﹤0.01% 4236
2022
Q4 		$32.1K Sell
1,332
-244
-15% -$5.88K ﹤0.01% 3603
2022
Q3 		$38K Buy
1,576
+1,466
+1,333% +$35.9K ﹤0.01% 3582
2022
Q2 		$3K Sell
110
-142
-56% -$3.5K ﹤0.01% 4486
2022
Q1 		$6K Sell
252
-2,054
-89% -$51.6K ﹤0.01% 4397
2021
Q4 		$59K Buy
2,306
+1,364
+145% +$34.8K ﹤0.01% 3197
2021
Q3 		$24K Sell
942
-1,594
-63% -$40.8K ﹤0.01% 3389
2021
Q2 		$65K Buy
2,536
+1,380
+119% +$35.4K ﹤0.01% 3110
2021
Q1 		$30K Buy
1,156
+780
+207% +$20K ﹤0.01% 3157
2020
Q4 		$10K Sell
376
-4,512
-92% -$116K ﹤0.01% 3322
2020
Q3 		$126K Sell
4,888
-270
-5% -$6.96K ﹤0.01% 2756
2020
Q2 		$133K Buy
5,158
+4,440
+618% +$115K ﹤0.01% 2678
2020
Q1 		$18K Sell
718
-18
-2% -$458 ﹤0.01% 2976
2019
Q4 		$19K Sell
736
-426
-37% -$10.8K ﹤0.01% 3126
2019
Q3 		$29K Buy
+1,162
New +$29.4K ﹤0.01% 2989
2019
Q2 		– Sell
-10
Closed – – 4133
2019
Q1 		$0 Buy
10
+6
+150% +$150 ﹤0.01% 4139
2018
Q4 		$0 Buy
+4
New +$99 ﹤0.01% 4077

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

Fidelity Investments's SCHO Position: Q1 2026 in Review

Fidelity Investments increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 47% in Q1 2026, buying an estimated $113K and bringing the position to 14,524 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #3253.

Fidelity Investments first reported a position in SCHO in Q4 2018 and has held it in 29 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Fidelity Investments held 14,524 shares of Schwab Short-Term US Treasury ETF worth $353K as of Q1 2026.
  • Fidelity Investments bought 4,657 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $113K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3253 holding.
  • Fidelity Investments first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 29 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.