Focus Partners Advisor Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Focus Partners Advisor Solutions’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	$1.51M	Buy	62,271 +33,049	+113%	+$804K	0.02%	431
2025 Q4	$712K	Sell	29,222 -50,976	-64%	-$1.24M	0.01%	596
2025 Q3	$1.95M	Buy	80,198 +2,374	+3%	+$57.8K	0.02%	344
2025 Q2	$1.9M	Buy	77,824 +17,767	+30%	+$432K	0.03%	283
2025 Q1	$1.46M	Buy	60,057 +1,147	+2%	+$27.8K	0.02%	307
2024 Q4	$1.42M	Buy	58,910 +13,048	+28%	+$316K	0.02%	278
2024 Q3	$1.12M	Buy	+45,862	New	+$1.11M	0.02%	272
2024 Q1	–	Sell	-9,152	Closed	-$222K	–	631
2023 Q4	$222K	Sell	9,152 -120	-1%	-$2.88K	0.01%	380
2023 Q3	$222K	Buy	9,272 +134	+1%	+$3.21K	0.01%	406
2023 Q2	$220K	Sell	9,138 -2,884	-24%	-$69.9K	0.01%	347
2023 Q1	$293K	Buy	+12,022	New	+$291K	0.02%	281

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

Focus Partners Advisor Solutions's SCHO Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 113% in Q1 2026, buying an estimated $804K and bringing the position to 62,271 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #431.

Focus Partners Advisor Solutions first reported a position in SCHO in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.95M in Q3 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Focus Partners Advisor Solutions held 62,271 shares of Schwab Short-Term US Treasury ETF worth $1.51M as of Q1 2026.
Focus Partners Advisor Solutions bought 33,049 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $804K.
Schwab Short-Term US Treasury ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #431 holding.
Focus Partners Advisor Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 11 quarters since.
Focus Partners Advisor Solutions's Schwab Short-Term US Treasury ETF position peaked at $1.95M in Q3 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.