Generation Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Generation Capital Management’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	-9,514	Closed	-$232K	–	87
2025 Q4	$232K	Hold	9,514	–	–	0.15%	83
2025 Q3	$232K	Hold	9,514	–	–	0.17%	73
2025 Q2	$232K	Hold	9,514	–	–	0.18%	71
2025 Q1	$232K	Hold	9,514	–	–	0.21%	63
2024 Q4	$229K	Buy	+9,514	New	+$230K	0.2%	71

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 $202B AUM 37.79% 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 $3.37T AUM 44.26% 1-Year Est. Return

Generation Capital Management's SCHO Position: Q1 2026 in Review

Generation Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 9,514 shares — an estimated $232K sold.

Generation Capital Management first reported a position in SCHO in Q4 2024 and held it in 5 quarters. The position peaked at $232K in Q3 2025. 695 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Generation Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Generation Capital Management sold 9,514 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $232K.
Generation Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 5 quarters.
Generation Capital Management's Schwab Short-Term US Treasury ETF position peaked at $232K in Q3 2025.
695 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.