Guardian Wealth Advisors (North Carolina)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-21,196	Closed	-$517K	–	625
2025 Q4	$517K	Buy	21,196 +513	+2%	+$12.5K	0.03%	211
2025 Q3	$505K	Sell	20,683 -697	-3%	-$17K	0.03%	208
2025 Q2	$521K	Sell	21,380 -364	-2%	-$8.84K	0.04%	195
2025 Q1	$529K	Sell	21,744 -225	-1%	-$5.45K	0.04%	179
2024 Q4	$529K	Buy	+21,969	New	+$532K	0.04%	183
2023 Q2	–	Sell	-1,110	Closed	-$27.1K	–	434
2023 Q1	$27.1K	Buy	+1,110	New	+$26.9K	﹤0.01%	302
2022 Q3	–	Sell	-512	Closed	-$13K	–	368
2022 Q2	$13K	Buy	+512	New	+$12.6K	﹤0.01%	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

Guardian Wealth Advisors (North Carolina)'s SCHO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 21,196 shares — an estimated $517K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHO in Q2 2022 and held it in 7 quarters. The position peaked at $529K in Q1 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 21,196 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $517K.
Guardian Wealth Advisors (North Carolina) first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s Schwab Short-Term US Treasury ETF position peaked at $529K in Q1 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.