Focus Partners Wealth
SCHO icon

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

Focus Partners Wealth’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 		$8.52M Buy
351,200
+11,440
+3% +$278K 0.01% 768
2025
Q4 		$8.28M Buy
339,760
+186,268
+121% +$4.54M 0.01% 766
2025
Q3 		$3.75M Buy
153,492
+16,206
+12% +$394K 0.01% 835
2025
Q2 		$3.35M Sell
137,286
-2,888
-2% -$70.2K 0.01% 785
2025
Q1 		$3.41M Buy
140,174
+2,678
+2% +$64.8K 0.01% 735
2024
Q4 		$3.31M Sell
137,496
-3,722
-3% -$90.1K 0.01% 731
2024
Q3 		$3.46M Buy
+141,218
New +$3.43M 0.01% 648

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

Focus Partners Wealth's SCHO Position: Q1 2026 in Review

Focus Partners Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.4% in Q1 2026, buying an estimated $278K and bringing the position to 351,200 shares worth $8.52M. The position accounts for 0.01% of the portfolio, ranked #768.

Focus Partners Wealth first reported a position in SCHO in Q3 2024 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Focus Partners Wealth held 351,200 shares of Schwab Short-Term US Treasury ETF worth $8.52M as of Q1 2026.
  • Focus Partners Wealth bought 11,440 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $278K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #768 holding.
  • Focus Partners Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.