HW
SCHO icon

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

HORAN 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 		$236K Buy
+9,666
New +$235K 0.02% 179
2025
Q4 		– Sell
-9,553
Closed -$233K – 195
2025
Q3 		$233K Buy
+9,553
New +$232K 0.04% 177

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

HORAN Wealth's SCHO Position: Q1 2026 in Review

HORAN Wealth opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 9,666 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in SCHO as recently as Q3 2025.

HORAN Wealth first reported a position in SCHO in Q3 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • HORAN Wealth held 9,666 shares of Schwab Short-Term US Treasury ETF worth $236K as of Q1 2026.
  • Schwab Short-Term US Treasury ETF was a new HORAN Wealth position in Q1 2026.
  • Schwab Short-Term US Treasury ETF made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #179 holding.
  • HORAN Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.