Financial Architects (Georgia)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Financial Architects (Georgia)’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	–	Sell	-13,490	Closed	-$329K	–	27
2025 Q4	$329K	Buy	13,490 +110	+0.8%	+$2.68K	0.18%	22
2025 Q3	$326K	Sell	13,380 -90	-0.7%	-$2.19K	0.19%	24
2025 Q2	$328K	Buy	13,470 +80	+0.6%	+$1.94K	0.2%	20
2025 Q1	$326K	Sell	13,390 -85	-0.6%	-$2.06K	0.21%	18
2024 Q4	$324K	Buy	13,475 +595	+5%	+$14.4K	0.21%	22
2024 Q3	$315K	Sell	12,880 -670	-5%	-$16.3K	0.2%	21
2024 Q2	$326K	Sell	13,550 -2,500	-16%	-$60K	0.22%	21
2024 Q1	$387K	Buy	16,050 +200	+1%	+$4.83K	0.27%	20
2023 Q4	$384K	Buy	+15,850	New	+$381K	0.3%	17

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 22.96% 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

Financial Architects (Georgia)'s SCHO Position: Q1 2026 in Review

Financial Architects (Georgia) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 13,490 shares — an estimated $329K sold.

Financial Architects (Georgia) first reported a position in SCHO in Q4 2023 and held it in 9 quarters. The position peaked at $387K in Q1 2024. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Financial Architects (Georgia) reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Financial Architects (Georgia) sold 13,490 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $329K.
Financial Architects (Georgia) first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and held it in 9 quarters.
Financial Architects (Georgia)'s Schwab Short-Term US Treasury ETF position peaked at $387K in Q1 2024.
694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q1 2026, filed 21 Apr 2026.