Florida Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Florida Financial Advisors’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	$649K	Buy	26,740 +1,580	+6%	+$38.5K	0.16%	140
2025 Q4	$613K	Buy	25,160 +7,369	+41%	+$180K	0.17%	129
2025 Q3	$434K	Buy	+17,791	New	+$433K	0.13%	163
2024 Q4	–	Sell	-9,838	Closed	-$241K	–	207
2024 Q3	$241K	Buy	9,838 +1,242	+14%	+$30.2K	0.12%	154
2024 Q2	$207K	Buy	+8,596	New	+$206K	0.12%	141
2024 Q1	–	Sell	-12,764	Closed	-$309K	–	132
2023 Q4	$309K	Buy	+12,764	New	+$307K	0.29%	69

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 $374B AUM 17.66% 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

Florida Financial Advisors's SCHO Position: Q1 2026 in Review

Florida Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.3% in Q1 2026, buying an estimated $38.5K and bringing the position to 26,740 shares worth $649K. The position accounts for 0.16% of the portfolio, ranked #140.

Florida Financial Advisors first reported a position in SCHO in Q4 2023 and has held it in 6 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Florida Financial Advisors held 26,740 shares of Schwab Short-Term US Treasury ETF worth $649K as of Q1 2026.
Florida Financial Advisors bought 1,580 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $38.5K.
Schwab Short-Term US Treasury ETF made up 0.16% of Florida Financial Advisors's portfolio in Q1 2026, its #140 holding.
Florida Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 6 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.