GLOBALT Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

GLOBALT Investments’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	$3.3M	Buy	135,954 +44,257	+48%	+$1.08M	0.12%	91
2025 Q4	$2.23M	Sell	91,697 -2,951	-3%	-$72K	0.08%	110
2025 Q3	$2.31M	Sell	94,648 -5,635	-6%	-$137K	0.08%	111
2025 Q2	$2.44M	Sell	100,283 -11,491	-10%	-$279K	0.09%	111
2025 Q1	$2.72M	Sell	111,774 -11,806	-10%	-$286K	0.11%	106
2024 Q4	$2.97M	Sell	123,580 -3,976	-3%	-$96.3K	0.11%	101
2024 Q3	$3.12M	Sell	127,556 -3,358	-3%	-$81.6K	0.12%	101
2024 Q2	$3.15M	Sell	130,914 -14,752	-10%	-$354K	0.13%	91
2024 Q1	$3.51M	Sell	145,666 -5,062	-3%	-$122K	0.14%	87
2023 Q4	$3.65M	Buy	+150,728	New	+$3.62M	0.15%	85

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

GLOBALT Investments's SCHO Position: Q1 2026 in Review

GLOBALT Investments increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 48% in Q1 2026, buying an estimated $1.08M and bringing the position to 135,954 shares worth $3.3M. The position accounts for 0.12% of the portfolio, ranked #91.

GLOBALT Investments first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.65M in Q4 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

GLOBALT Investments held 135,954 shares of Schwab Short-Term US Treasury ETF worth $3.3M as of Q1 2026.
GLOBALT Investments bought 44,257 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.08M.
Schwab Short-Term US Treasury ETF made up 0.12% of GLOBALT Investments's portfolio in Q1 2026, its #91 holding.
GLOBALT Investments first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's Schwab Short-Term US Treasury ETF position peaked at $3.65M in Q4 2023.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.