Financial Engines Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $471K | Sell |
19,402
-3,586
| -16% | -$87.3K | ﹤0.01% | 399 |
|
|
2025
Q4 | $560K | Sell |
22,988
-465
| -2% | -$11.3K | ﹤0.01% | 381 |
|
|
2025
Q3 | $572K | Sell |
23,453
-140
| -0.6% | -$3.41K | ﹤0.01% | 377 |
|
|
2025
Q2 | $575K | Sell |
23,593
-544
| -2% | -$13.2K | ﹤0.01% | 364 |
|
|
2025
Q1 | $587K | Buy |
24,137
+24
| +0.1% | +$581 | ﹤0.01% | 311 |
|
|
2024
Q4 | $580K | Sell |
24,113
-2,295
| -9% | -$55.6K | ﹤0.01% | 313 |
|
|
2024
Q3 | $647K | Buy |
26,408
+672
| +3% | +$16.3K | ﹤0.01% | 263 |
|
|
2024
Q2 | $619K | Sell |
25,736
-662
| -3% | -$15.9K | ﹤0.01% | 248 |
|
|
2024
Q1 | $636K | Sell |
26,398
-3,404
| -11% | -$82.2K | ﹤0.01% | 227 |
|
|
2023
Q4 | $722K | Sell |
29,802
-1,844
| -6% | -$44.3K | ﹤0.01% | 200 |
|
|
2023
Q3 | $758K | Sell |
31,646
-69,176
| -69% | -$1.66M | ﹤0.01% | 180 |
|
|
2023
Q2 | $2.42M | Buy |
100,822
+32,564
| +48% | +$790K | 0.01% | 126 |
|
|
2023
Q1 | $1.67M | Buy |
68,258
+16,600
| +32% | +$402K | ﹤0.01% | 147 |
|
|
2022
Q4 | $1.25M | Buy |
51,658
+382
| +0.7% | +$9.21K | ﹤0.01% | 151 |
|
|
2022
Q3 | $1.24M | Sell |
51,276
-17,382
| -25% | -$425K | ﹤0.01% | 142 |
|
|
2022
Q2 | $1.69M | Sell |
68,658
-4,156
| -6% | -$102K | 0.01% | 125 |
|
|
2022
Q1 | $1.8M | Buy |
72,814
+10,908
| +18% | +$274K | ﹤0.01% | 124 |
|
|
2021
Q4 | $1.57M | Sell |
61,906
-886
| -1% | -$22.6K | ﹤0.01% | 103 |
|
|
2021
Q3 | $1.61M | Sell |
62,792
-30,614
| -33% | -$784K | ﹤0.01% | 91 |
|
|
2021
Q2 | $2.39M | Sell |
93,406
-99,600
| -52% | -$2.55M | 0.01% | 70 |
|
|
2021
Q1 | $4.95M | Buy |
193,006
+202
| +0.1% | +$5.19K | 0.02% | 71 |
|
|
2020
Q4 | $4.95M | Sell |
192,804
-9,714
| -5% | -$250K | 0.02% | 71 |
|
|
2020
Q3 | $5.21M | Sell |
202,518
-31,736
| -14% | -$818K | 0.02% | 69 |
|
|
2020
Q2 | $6.05M | Sell |
234,254
-1,440,650
| -86% | -$37.2M | 0.03% | 63 |
|
|
2020
Q1 | $43.3M | Sell |
1,674,904
-117,612
| -7% | -$3M | 0.23% | 41 |
|
|
2019
Q4 | $45.2M | Sell |
1,792,516
-2,546,030
| -59% | -$64.3M | 0.22% | 34 |
|
|
2019
Q3 | $110M | Sell |
4,338,546
-29,421,002
| -87% | -$744M | 0.59% | 29 |
|
|
2019
Q2 | $854M | Buy |
33,759,548
+223,646
| +0.7% | +$5.62M | 4.99% | 7 |
|
|
2019
Q1 | $842M | Buy |
33,535,902
+30,242,312
| +918% | +$755M | 4.59% | 8 |
|
|
2018
Q4 | $81.8M | Buy |
3,293,590
+1,551,100
| +89% | +$38.5M | 0.57% | 30 |
|
|
2018
Q3 | $43.2M | Buy |
1,742,490
+686,614
| +65% | +$17M | 0.82% | 13 |
|
|
2018
Q2 | $26.3M | Sell |
1,055,876
-25,516
| -2% | -$634K | 0.62% | 14 |
|
|
2018
Q1 | $26.9M | Buy |
1,081,392
+142,432
| +15% | +$3.55M | 0.79% | 11 |
|
|
2017
Q4 | $23.5M | Buy |
938,960
+148,280
| +19% | +$3.72M | 0.67% | 11 |
|
|
2017
Q3 | $19.9M | Buy |
790,680
+500,866
| +173% | +$12.6M | 0.67% | 13 |
|
|
2017
Q2 | $7.31M | Hold |
289,814
| – | – | 0.34% | 18 |
|
|
2017
Q1 | $7.31M | Buy |
289,814
+131,820
| +83% | +$3.32M | 0.35% | 14 |
|
|
2016
Q4 | $3.98M | Buy |
+157,994
| New | +$3.99M | 0.2% | 23 |
|
Other funds holding SCHO
MFT
Financial Engines Advisors's SCHO Position: Q1 2026 in Review
Financial Engines Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 16% in Q1 2026, selling an estimated $87.3K and leaving 19,402 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #399.
Financial Engines Advisors first reported a position in SCHO in Q4 2016 and has held it in 38 quarters since. The position peaked at $854M in Q2 2019. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.
- Financial Engines Advisors held 19,402 shares of Schwab Short-Term US Treasury ETF worth $471K as of Q1 2026.
- Financial Engines Advisors sold 3,586 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $87.3K.
- Schwab Short-Term US Treasury ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #399 holding.
- Financial Engines Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and has held it in 38 quarters since.
- Financial Engines Advisors's Schwab Short-Term US Treasury ETF position peaked at $854M in Q2 2019.
- 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.
Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.