Howe & Rusling’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Howe & Rusling’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	$223K	Sell	9,172 -7,575	-45%	-$184K	0.01%	280
2025 Q4	$408K	Buy	+16,747	New	+$408K	0.03%	199
2025 Q2	–	Sell	-266	Closed	-$6.47K	–	490
2025 Q1	$6.47K	Buy	+266	New	+$6.44K	﹤0.01%	392
2024 Q1	–	Sell	-1,742	Closed	-$42.2K	–	408
2023 Q4	$42.2K	Buy	+1,742	New	+$41.8K	﹤0.01%	286
2023 Q3	–	Sell	-454	Closed	-$10.9K	–	337
2023 Q2	$10.9K	Sell	454 -180	-28%	-$4.37K	﹤0.01%	299
2023 Q1	$15.5K	Buy	+634	New	+$15.4K	﹤0.01%	275
2017 Q3	–	Sell	-2,346	Closed	-$59K	–	954
2017 Q2	$59K	Buy	+2,346	New	+$59.2K	0.01%	253
2016 Q2	–	Sell	-380	Closed	-$10K	–	1039
2016 Q1	$10K	Buy	+380	New	+$9.63K	﹤0.01%	532

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 $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

Howe & Rusling's SCHO Position: Q1 2026 in Review

Howe & Rusling reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 45% in Q1 2026, selling an estimated $184K and leaving 9,172 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #280.

Howe & Rusling first reported a position in SCHO in Q1 2016 and has held it in 8 quarters since. The position peaked at $408K in Q4 2025. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Howe & Rusling held 9,172 shares of Schwab Short-Term US Treasury ETF worth $223K as of Q1 2026.
Howe & Rusling sold 7,575 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $184K.
Schwab Short-Term US Treasury ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #280 holding.
Howe & Rusling first reported a position in Schwab Short-Term US Treasury ETF in Q1 2016 and has held it in 8 quarters since.
Howe & Rusling's Schwab Short-Term US Treasury ETF position peaked at $408K in Q4 2025.
694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.