Gibbs Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Gibbs Wealth 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	$204K	Buy	+8,411	New	+$205K	0.03%	425

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Gibbs Wealth Management's SCHO Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 8,411 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #425 among its holdings.

696 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Gibbs Wealth Management held 8,411 shares of Schwab Short-Term US Treasury ETF worth $204K as of Q1 2026.
Schwab Short-Term US Treasury ETF was a new Gibbs Wealth Management position in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.03% of Gibbs Wealth Management's portfolio in Q1 2026, its #425 holding.
696 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.