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Fiduciary Trust’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Fiduciary Trust’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 		$796K Sell
32,780
-5,276
-14% -$128K 0.01% 460
2025
Q4 		$927K Buy
+38,056
New +$928K 0.01% 430
2023
Q2 		– Sell
-9,362
Closed -$228K – 634
2023
Q1 		$228K Buy
+9,362
New +$227K ﹤0.01% 581

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

Fiduciary Trust's SCHO Position: Q1 2026 in Review

Fiduciary Trust reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 14% in Q1 2026, selling an estimated $128K and leaving 32,780 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #460.

Fiduciary Trust first reported a position in SCHO in Q1 2023 and has held it in 3 quarters since. The position peaked at $927K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Fiduciary Trust held 32,780 shares of Schwab Short-Term US Treasury ETF worth $796K as of Q1 2026.
  • Fiduciary Trust sold 5,276 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $128K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #460 holding.
  • Fiduciary Trust first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 3 quarters since.
  • Fiduciary Trust's Schwab Short-Term US Treasury ETF position peaked at $927K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.